True Wealth Design’s Targa Resources TRGP Stock Holding History

True Wealth Design’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 Q1	$10.3K	Buy	41 +28	+215%	+$6.07K	﹤0.01%	959
2025 Q4	$2.4K	Sell	13 -7	-35%	-$1.18K	﹤0.01%	1384
2025 Q3	$3.35K	Buy	20 +6	+43%	+$999	﹤0.01%	1258
2025 Q2	$2.44K	Sell	14 -37	-73%	-$6.21K	﹤0.01%	1101
2025 Q1	$10.2K	Buy	51 +20	+65%	+$3.97K	﹤0.01%	465
2024 Q4	$5.53K	Buy	31 +18	+138%	+$3.23K	﹤0.01%	516
2024 Q3	$1.93K	Buy	13 +1	+8%	+$141	﹤0.01%	806
2024 Q2	$1.55K	Buy	12 +2	+20%	+$234	﹤0.01%	407
2024 Q1	$1.12K	Buy	10 +4	+67%	+$377	﹤0.01%	441
2023 Q4	$522	Hold	6	–	–	﹤0.01%	461
2023 Q3	$515	Buy	6 +2	+50%	+$166	﹤0.01%	425
2023 Q2	$305	Sell	4 -14	-78%	-$1.02K	﹤0.01%	579
2023 Q1	$1.31K	Buy	18 +14	+350%	+$1.03K	﹤0.01%	371
2022 Q4	$294	Buy	+4	New	+$279	﹤0.01%	589

Other funds holding TRGP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

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