PWMG
TGI

Prestige Wealth Management Group’s Triumph Group TGI Stock Holding History

Prestige Wealth Management 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
-358
Closed -$9.22K – 1034
2025
Q2 		$9.22K Sell
358
-87
-20% -$2.22K ﹤0.01% 453
2025
Q1 		$11.3K Hold
445
– – ﹤0.01% 417
2024
Q4 		$8.3K Hold
445
– – ﹤0.01% 497
2024
Q3 		$5.74K Hold
445
– – ﹤0.01% 582
2024
Q2 		$6.86K Hold
445
– – ﹤0.01% 479
2024
Q1 		$6.69K Sell
445
-31
-7% -$461 ﹤0.01% 517
2023
Q4 		$7.89K Hold
476
– – ﹤0.01% 497
2023
Q3 		$3.65K Hold
476
– – ﹤0.01% 636
2023
Q2 		$5.89K Hold
476
– – ﹤0.01% 557
2023
Q1 		$5.52K Hold
476
– – ﹤0.01% 554
2022
Q4 		$5.01K Hold
476
– – ﹤0.01% 616
2022
Q3 		$4K Hold
476
– – ﹤0.01% 621
2022
Q2 		$6K Sell
476
-182
-28% -$3.45K ﹤0.01% 552
2022
Q1 		$17K Sell
658
-34
-5% -$755 ﹤0.01% 377
2021
Q4 		$13K Hold
692
– – ﹤0.01% 443
2021
Q3 		$13K Hold
692
– – ﹤0.01% 443
2021
Q2 		$14K Hold
692
– – ﹤0.01% 417
2021
Q1 		$13K Sell
692
-73
-10% -$1.09K ﹤0.01% 429
2020
Q4 		$10K Buy
+765
New +$7.94K ﹤0.01% 462

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 $4.82B AUM 20.19% 1-Year Est. Return

Prestige Wealth Management Group's TGI Position: Q3 2025 in Review

Prestige Wealth Management Group sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 358 shares — an estimated $9.22K sold.

Prestige Wealth Management Group first reported a position in TGI in Q4 2020 and held it in 19 quarters. The position peaked at $17K in Q1 2022. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

  • Prestige Wealth Management Group reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 358 Triumph Group shares in Q3 2025, an estimated $9.22K.
  • Prestige Wealth Management Group first reported a position in Triumph Group in Q4 2020 and held it in 19 quarters.
  • Prestige Wealth Management Group's Triumph Group position peaked at $17K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Prestige Wealth Management Group's 13F filing for Q3 2025, filed 10 Nov 2025.