TWM
TRGP icon

TriaGen Wealth Management’s Targa Resources TRGP Stock Holding History

TriaGen Wealth Management’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
2023
Q2 		– Sell
-20,530
Closed -$1.5M – 181
2023
Q1 		$1.5M Sell
20,530
-20,622
-50% -$1.52M 0.75% 45
2022
Q4 		$3.02M Sell
41,152
-409
-1% -$28.5K 1.68% 13
2022
Q3 		$2.51M Buy
+41,561
New +$2.73M 1.38% 22
2022
Q2 		– Sell
-10,536
Closed -$795K – 194
2022
Q1 		$795K Sell
10,536
-685
-6% -$43.3K 0.41% 72
2021
Q4 		$586K Hold
11,221
– – 0.29% 90
2021
Q3 		$552K Hold
11,221
– – 0.3% 92
2021
Q2 		$473K Buy
11,221
+33
+0.3% +$1.28K 0.24% 104
2021
Q1 		$355K Hold
11,188
– – 0.2% 112
2020
Q4 		$295K Buy
+11,188
New +$238K 0.17% 134

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return