PWMG
TPH

Private Wealth Management Group’s Tri Pointe Homes TPH Stock Holding History

Private Wealth Management Group’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-206
Closed -$9.63K – 1514
2026
Q1 		$9.63K Hold
206
– – ﹤0.01% 531
2025
Q4 		$6.48K Hold
206
– – ﹤0.01% 673
2025
Q3 		$7K Hold
206
– – ﹤0.01% 655
2025
Q2 		$6.58K Sell
206
-29
-12% -$890 ﹤0.01% 639
2025
Q1 		$7.5K Hold
235
– – ﹤0.01% 573
2024
Q4 		$8.52K Hold
235
– – ﹤0.01% 543
2024
Q3 		$10.6K Hold
235
– – ﹤0.01% 439
2024
Q2 		$8.75K Hold
235
– – ﹤0.01% 482
2024
Q1 		$9.09K Hold
235
– – ﹤0.01% 434
2023
Q4 		$8.32K Buy
+235
New +$6.83K ﹤0.01% 451

Other funds holding TPH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Private Wealth Management Group's TPH Position: Q2 2026 in Review

Private Wealth Management Group sold out of Tri Pointe Homes (TPH) in Q2 2026, closing a stake of 206 shares — an estimated $9.63K sold.

Private Wealth Management Group first reported a position in TPH in Q4 2023 and held it in 10 quarters. The position peaked at $10.6K in Q3 2024. 2 funds tracked by Wall St. Rank hold TPH as of Q2 2026.

  • Private Wealth Management Group reported no remaining Tri Pointe Homes position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 206 Tri Pointe Homes shares in Q2 2026, an estimated $9.63K.
  • Private Wealth Management Group first reported a position in Tri Pointe Homes in Q4 2023 and held it in 10 quarters.
  • Private Wealth Management Group's Tri Pointe Homes position peaked at $10.6K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.