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GeoWealth Management’s TransDigm Group TDG Stock Holding History

GeoWealth Management’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$343K Buy
255
+12
+5% +$14.7K 0.01% 614
2026
Q1 		$282K Buy
243
+9
+4% +$11.8K 0.01% 628
2025
Q4 		$311K Buy
234
+4
+2% +$5.24K 0.01% 558
2025
Q3 		$303K Sell
230
-3
-1% -$4.29K 0.01% 587
2025
Q2 		$354K Sell
233
-4
-2% -$5.62K 0.01% 501
2025
Q1 		$328K Sell
237
-36
-13% -$48K 0.01% 526
2024
Q4 		$346K Sell
273
-106
-28% -$140K 0.01% 579
2024
Q3 		$541K Sell
379
-66
-15% -$85.8K 0.02% 454
2024
Q2 		$569K Buy
445
+73
+20% +$93.6K 0.02% 398
2024
Q1 		$458K Sell
372
-13
-3% -$14.6K 0.02% 460
2023
Q4 		$389K Buy
+385
New +$355K 0.03% 375

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GeoWealth Management's TDG Position: Q2 2026 in Review

GeoWealth Management increased its TransDigm Group (TDG) stake by 4.9% in Q2 2026, buying an estimated $14.7K and bringing the position to 255 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #614.

GeoWealth Management first reported a position in TDG in Q4 2023 and has held it in 11 quarters since. The position peaked at $569K in Q2 2024. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • GeoWealth Management held 255 shares of TransDigm Group worth $343K as of Q2 2026.
  • GeoWealth Management bought 12 TransDigm Group shares in Q2 2026, an estimated $14.7K.
  • TransDigm Group made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #614 holding.
  • GeoWealth Management first reported a position in TransDigm Group in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's TransDigm Group position peaked at $569K in Q2 2024.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.