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Global Wealth Strategies & Associates’s Trinity Capital Inc. TRIN Stock Holding History

Global Wealth Strategies & Associates’s Portfolio TRIN Stock Details TRIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,410
Closed -$50.2K – 435
2026
Q1 		$50.2K Buy
+3,410
New +$52.7K 0.01% 169

Other funds holding TRIN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return

Global Wealth Strategies & Associates's TRIN Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Trinity Capital Inc. (TRIN) in Q2 2026, closing a stake of 3,410 shares — an estimated $50.2K sold.

Global Wealth Strategies & Associates first reported a position in TRIN in Q1 2026 and held it in 1 quarter. The position peaked at $50.2K in Q1 2026. 35 funds tracked by Wall St. Rank hold TRIN as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Trinity Capital Inc. position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 3,410 Trinity Capital Inc. shares in Q2 2026, an estimated $50.2K.
  • Global Wealth Strategies & Associates first reported a position in Trinity Capital Inc. in Q1 2026 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Trinity Capital Inc. position peaked at $50.2K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Trinity Capital Inc. as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.