MWA
TGI

Medallion Wealth Advisors’s Triumph Group TGI Stock Holding History

Medallion Wealth Advisors’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-269
Closed -$6.93K – 1123
2025
Q2 		$6.93K Sell
269
-157
-37% -$4K ﹤0.01% 787
2025
Q1 		$10.9K Sell
426
-300
-41% -$6.94K ﹤0.01% 673
2024
Q4 		$13.5K Buy
+726
New +$12.1K 0.01% 619

Other funds holding TGI

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Medallion Wealth Advisors's TGI Position: Q3 2025 in Review

Medallion Wealth Advisors sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 269 shares — an estimated $6.93K sold.

Medallion Wealth Advisors first reported a position in TGI in Q4 2024 and held it in 3 quarters. The position peaked at $13.5K in Q4 2024. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

  • Medallion Wealth Advisors reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 269 Triumph Group shares in Q3 2025, an estimated $6.93K.
  • Medallion Wealth Advisors first reported a position in Triumph Group in Q4 2024 and held it in 3 quarters.
  • Medallion Wealth Advisors's Triumph Group position peaked at $13.5K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Medallion Wealth Advisors's 13F filing for Q3 2025, filed 24 Apr 2026.