WCM
TPH

WealthTrak Capital Management’s Tri Pointe Homes TPH Stock Holding History

WealthTrak Capital Management’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5
Closed -$160 – 814
2025
Q2 		$160 Buy
+5
New +$153 ﹤0.01% 873
2025
Q1 		– Sell
-5
Closed -$182 – 1107
2024
Q4 		$182 Buy
+5
New +$208 ﹤0.01% 810

Other funds holding TPH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WealthTrak Capital Management's TPH Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Tri Pointe Homes (TPH) in Q3 2025, closing a stake of 5 shares — an estimated $160 sold.

WealthTrak Capital Management first reported a position in TPH in Q4 2024 and held it in 2 quarters. The position peaked at $182 in Q4 2024. 354 funds tracked by Wall St. Rank hold TPH as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Tri Pointe Homes position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Tri Pointe Homes shares in Q3 2025, an estimated $160.
  • WealthTrak Capital Management first reported a position in Tri Pointe Homes in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's Tri Pointe Homes position peaked at $182 in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.