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Summit Wealth Group (Colorado)’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-14,336
Closed -$150K – 612
2025
Q3 		$150K Buy
+14,336
New +$95.4K 0.02% 474

Other funds holding TPVG

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Summit Wealth Group (Colorado)'s TPVG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of TriplePoint Venture Growth BDC (TPVG) in Q4 2025, closing a stake of 14,336 shares — an estimated $150K sold.

Summit Wealth Group (Colorado) first reported a position in TPVG in Q3 2025 and held it in 1 quarter. The position peaked at $150K in Q3 2025. 75 funds tracked by Wall St. Rank hold TPVG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining TriplePoint Venture Growth BDC position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 14,336 TriplePoint Venture Growth BDC shares in Q4 2025, an estimated $150K.
  • Summit Wealth Group (Colorado) first reported a position in TriplePoint Venture Growth BDC in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s TriplePoint Venture Growth BDC position peaked at $150K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.