Triad Wealth Partners
TRGP icon

Triad Wealth Partners’s Targa Resources TRGP Stock Holding History

Triad Wealth Partners’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$489K Sell
1,808
-228
-11% -$63.8K 0.03% 324
2026
Q2 		$539K Sell
2,036
-3,746
-65% -$963K 0.03% 294
2026
Q1 		$1.45M Buy
5,782
+293
+5% +$63.5K 0.11% 128
2025
Q4 		$1.01M Buy
+5,489
New +$925K 0.1% 156
2024
Q3 		– Sell
-17
Closed -$2.19K – 830
2024
Q2 		$2.19K Buy
+17
New +$1.99K ﹤0.01% 743

Other funds holding TRGP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Triad Wealth Partners's TRGP Position: Q3 2026 in Review

Triad Wealth Partners reduced its Targa Resources (TRGP) stake by 11% in Q3 2026, selling an estimated $63.8K and leaving 1,808 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #324.

Triad Wealth Partners first reported a position in TRGP in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.45M in Q1 2026. 691 funds tracked by Wall St. Rank hold TRGP as of Q3 2026.

  • Triad Wealth Partners held 1,808 shares of Targa Resources worth $489K as of Q3 2026.
  • Triad Wealth Partners sold 228 Targa Resources shares in Q3 2026, an estimated $63.8K.
  • Targa Resources made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #324 holding.
  • Triad Wealth Partners first reported a position in Targa Resources in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's Targa Resources position peaked at $1.45M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Targa Resources as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.