VWM
TGI

Venturi Wealth Management’s Triumph Group TGI Stock Holding History

Venturi Wealth Management’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-455
Closed -$8.49K – 1700
2024
Q4 		$8.49K Hold
455
– – ﹤0.01% 1472
2024
Q3 		$5.87K Buy
+455
New +$6.6K ﹤0.01% 1349

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VOMP
Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's TGI Position: Q1 2025 in Review

Venturi Wealth Management sold out of Triumph Group (TGI) in Q1 2025, closing a stake of 455 shares — an estimated $8.49K sold.

Venturi Wealth Management first reported a position in TGI in Q3 2024 and held it in 2 quarters. The position peaked at $8.49K in Q4 2024. 221 funds tracked by Wall St. Rank hold TGI as of Q1 2025.

  • Venturi Wealth Management reported no remaining Triumph Group position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 455 Triumph Group shares in Q1 2025, an estimated $8.49K.
  • Venturi Wealth Management first reported a position in Triumph Group in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Triumph Group position peaked at $8.49K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Triumph Group as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.