SWM
TGI

Spire Wealth Management’s Triumph Group TGI Stock Holding History

Spire Wealth Management’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
-900
Closed -$23.2K – 2484
2025
Q2 		$23.2K Hold
900
– – ﹤0.01% 1462
2025
Q1 		$22.8K Buy
900
+400
+80% +$9.26K ﹤0.01% 1563
2024
Q4 		$9.33K Hold
500
– – ﹤0.01% 1853
2024
Q3 		$6.45K Hold
500
– – ﹤0.01% 1758
2024
Q2 		$7.71K Sell
500
-210
-30% -$2.99K ﹤0.01% 1715
2024
Q1 		$10.7K Hold
710
– – ﹤0.01% 1694
2023
Q4 		$11K Hold
710
– – ﹤0.01% 1732
2023
Q3 		$5.44K Hold
710
– – ﹤0.01% 1921
2023
Q2 		$8.78K Hold
710
– – ﹤0.01% 1852
2023
Q1 		$8.23K Buy
710
+500
+238% +$5.69K ﹤0.01% 1914
2022
Q4 		$2K Hold
210
– – ﹤0.01% 2109
2022
Q3 		$2K Sell
210
-500
-70% -$6.54K ﹤0.01% 1999
2022
Q2 		$9K Hold
710
– – ﹤0.01% 1966
2022
Q1 		$18K Buy
710
+210
+42% +$4.67K ﹤0.01% 1858
2021
Q4 		$9K Hold
500
– – ﹤0.01% 2426
2021
Q3 		$9K Hold
500
– – ﹤0.01% 2135
2021
Q2 		$10K Hold
500
– – ﹤0.01% 2133
2021
Q1 		$9K Buy
+500
New +$7.47K ﹤0.01% 2457

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

Spire Wealth Management's TGI Position: Q3 2025 in Review

Spire Wealth Management sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 900 shares — an estimated $23.2K sold.

Spire Wealth Management first reported a position in TGI in Q1 2021 and held it in 18 quarters. The position peaked at $23.2K in Q2 2025. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

  • Spire Wealth Management reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 900 Triumph Group shares in Q3 2025, an estimated $23.2K.
  • Spire Wealth Management first reported a position in Triumph Group in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's Triumph Group position peaked at $23.2K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.