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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
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Meridian Wealth Management's TPVG Position: Q1 2026 in Review

Meridian Wealth Management held its TriplePoint Venture Growth BDC (TPVG) position steady in Q1 2026 at 30,000 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #759.

Meridian Wealth Management first reported a position in TPVG in Q3 2025 and has held it in 3 quarters since. The position peaked at $196K in Q4 2025. 73 funds tracked by Wall St. Rank hold TPVG as of Q1 2026.

  • Meridian Wealth Management held 30,000 shares of TriplePoint Venture Growth BDC worth $150K as of Q1 2026.
  • Meridian Wealth Management left its TriplePoint Venture Growth BDC share count unchanged in Q1 2026.
  • TriplePoint Venture Growth BDC made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #759 holding.
  • Meridian Wealth Management first reported a position in TriplePoint Venture Growth BDC in Q3 2025 and has held it in 3 quarters since.
  • Meridian Wealth Management's TriplePoint Venture Growth BDC position peaked at $196K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.