ORG
TGI

Optimist Retirement Group’s Triumph Group TGI Stock Holding History

Optimist Retirement Group’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
-11,956
Closed -$308K – 129
2025
Q2 		$308K Buy
11,956
+747
+7% +$19K 0.15% 83
2025
Q1 		$284K Buy
+11,209
New +$259K 0.14% 64

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

Optimist Retirement Group's TGI Position: Q3 2025 in Review

Optimist Retirement Group sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 11,956 shares — an estimated $308K sold.

Optimist Retirement Group first reported a position in TGI in Q1 2025 and held it in 2 quarters. The position peaked at $308K in Q2 2025. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

  • Optimist Retirement Group reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
  • Optimist Retirement Group sold 11,956 Triumph Group shares in Q3 2025, an estimated $308K.
  • Optimist Retirement Group first reported a position in Triumph Group in Q1 2025 and held it in 2 quarters.
  • Optimist Retirement Group's Triumph Group position peaked at $308K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Optimist Retirement Group's 13F filing for Q3 2025, filed 17 Nov 2025.