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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

CB holding history

Chubb Ltd in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overviewAll 13F holders of CBFull Q4 2024 holdings

Shares (Q4 2024)
8,834
Value
$2.44M
% of portfolio
0.3%
Quarters held
3
Since Q1 2024
Holdings of CB by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20248,834$2.44M0.3%+8,046+1,021.1%AddedHolders
Q3 2024788$227.3K<0.1%+788NewHolders
Q2 20240$00.0%−781−100.0%Sold outHolders
Q1 2024781$202.4K<0.1%+781NewHolders