Meridian Wealth Management’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Meridian Wealth Management’s Portfolio TPVG Stock Details TPVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$147K	Hold	30,000	–	–	﹤0.01%	806
2026 Q1	$150K	Hold	30,000	–	–	0.01%	759
2025 Q4	$196K	Hold	30,000	–	–	0.01%	729
2025 Q3	$173K	Buy	+30,000	New	+$200K	0.01%	688

Other funds holding TPVG

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meridian Wealth Management's TPVG Position: Q2 2026 in Review

Meridian Wealth Management held its TriplePoint Venture Growth BDC (TPVG) position steady in Q2 2026 at 30,000 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Meridian Wealth Management first reported a position in TPVG in Q3 2025 and has held it in 4 quarters since. The position peaked at $196K in Q4 2025. 63 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

Meridian Wealth Management held 30,000 shares of TriplePoint Venture Growth BDC worth $147K as of Q2 2026.
Meridian Wealth Management left its TriplePoint Venture Growth BDC share count unchanged in Q2 2026.
TriplePoint Venture Growth BDC made up ﹤0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #806 holding.
Meridian Wealth Management first reported a position in TriplePoint Venture Growth BDC in Q3 2025 and has held it in 4 quarters since.
Meridian Wealth Management's TriplePoint Venture Growth BDC position peaked at $196K in Q4 2025.
63 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.