TPBG
BGX

Turning Point Benefit Group’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Turning Point Benefit Group’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-403
Closed -$4.79K – 861
2025
Q3 		$4.79K Buy
+403
New +$5.01K ﹤0.01% 242

Other funds holding BGX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Turning Point Benefit Group's BGX Position: Q4 2025 in Review

Turning Point Benefit Group sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2025, closing a stake of 403 shares — an estimated $4.79K sold.

Turning Point Benefit Group first reported a position in BGX in Q3 2025 and held it in 1 quarter. The position peaked at $4.79K in Q3 2025. 52 funds tracked by Wall St. Rank hold BGX as of Q4 2025.

  • Turning Point Benefit Group reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2025 after selling out during the quarter.
  • Turning Point Benefit Group sold 403 Blackstone Long-Short Credit Income Fund shares in Q4 2025, an estimated $4.79K.
  • Turning Point Benefit Group first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Blackstone Long-Short Credit Income Fund position peaked at $4.79K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2025.

Based on Turning Point Benefit Group's 13F filing for Q4 2025, filed 30 Jan 2026.