Spire Wealth Management’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Spire 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
2025 Q2	–	Sell	-500	Closed	-$3.49K	–	2565
2025 Q1	$3.49K	Hold	500	–	–	﹤0.01%	2150
2024 Q4	$3.69K	Hold	500	–	–	﹤0.01%	2119
2024 Q3	$3.53K	Hold	500	–	–	﹤0.01%	1897
2024 Q2	$4.01K	Hold	500	–	–	﹤0.01%	1883
2024 Q1	$4.74K	Hold	500	–	–	﹤0.01%	1942
2023 Q4	$5.45K	Buy	+500	New	+$5.12K	﹤0.01%	1934

Other funds holding TPVG

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spire Wealth Management's TPVG Position: Q2 2025 in Review

Spire Wealth Management sold out of TriplePoint Venture Growth BDC (TPVG) in Q2 2025, closing a stake of 500 shares — an estimated $3.49K sold.

Spire Wealth Management first reported a position in TPVG in Q4 2023 and held it in 6 quarters. The position peaked at $5.45K in Q4 2023. 66 funds tracked by Wall St. Rank hold TPVG as of Q2 2025.

Spire Wealth Management reported no remaining TriplePoint Venture Growth BDC position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 500 TriplePoint Venture Growth BDC shares in Q2 2025, an estimated $3.49K.
Spire Wealth Management first reported a position in TriplePoint Venture Growth BDC in Q4 2023 and held it in 6 quarters.
Spire Wealth Management's TriplePoint Venture Growth BDC position peaked at $5.45K in Q4 2023.
66 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.