TrinityPoint Wealth, LLC

Q2 2021 13F Detailed Holdings

Location
Milford, CT
Holdings as of
6/30/2021
Value ($000)
$489,153
Num holdings
265
Date filed
8/13/2021
Form type
13F-HR
Prev filing
5/11/2021
Next filing
11/12/2021
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 GeoWealth 028-16841