Position in TRGP
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$54,968
+$3,569 QoQ
Shares Held
205
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#932
of 1,080 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Copia Wealth Management holds $137,811 across 6 Oil & Gas Midstream names. TRGP ranks #1 (39.9% of the industry book) .
All Filings in TRGP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,968 | 205 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $51,399 | 205 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $37,822 | 205 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $34,345 | 205 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $35,686 | 205 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $41,096 | 205 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $36,592 | 205 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||