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Touchstone Mid Cap Gr M utual fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Touchstone Mid Cap Gr M utual fund (TEGYX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Touchstone Mid Cap Gr M utual fund

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All positions including Touchstone Mid Cap Gr M utual fund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Touchstone Mid Cap Gr M utual fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 36k 38.84
2024-06-30 $1.3M 36k 36.58
2024-03-31 $1.5M 38k 39.55
2023-09-30 $1.2M 39k 31.60
2023-06-30 $1.3M 40k 33.35
2023-03-31 $1.3M 41k 31.12
2022-12-31 $1.2M 42k 28.85
2022-09-30 $1.2M 43k 27.67
2022-06-30 $1.2M 43k 28.53
2022-03-31 $1.6M 44k 36.72
2021-12-31 $1.7M 44k 39.94
2021-09-30 $2.0M 44k 44.35
2021-06-30 $2.2M 50k 43.55
2021-03-31 $2.1M 50k 41.75

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Touchstone Mid Cap Gr M utual fund

Encompass Wealth Advisors

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