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Citigroup shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Citigroup (C) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Citigroup

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All positions including Citigroup held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $417k 3.7k 113.42
2025-12-31 $362k 3.1k 116.68
2024-06-30 $32k 504 63.52

More positions owned by Triad Wealth Partners

Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Us Treas Bd Etf (GOVT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Triad Wealth Partners

Top funds holding Citigroup

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Geode Capital Management
Franklin Resources
Fisher Investments
FMR
Susquehanna International
Norges Bank Investment Management
Bank of New York Mellon
Citadel Advisors
Northern Trust
Massachusetts Financial Services
Invesco

View all funds holding Citigroup