TCFG WEALTH MANAGEMENT, LLC
Position in VOLT — Tema Electrification ETF
CIK 1548059
LAGUNA NIGUEL, CA
Position in VOLT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$422,864
+$206,361 QoQ
Shares Held
12,350
+65.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VOLT Over Time
Shares Held
Position Value (USD)
All Filings in VOLT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,864 | 12,350 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $216,503 | 7,485 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||