TrinityPoint Wealth, LLC

Q2 2022 13F Detailed Holdings

Location
Milford, CT
Holdings as of
6/30/2022
Value ($000)
$452,519
Num holdings
277
Date filed
8/5/2022
Form type
13F-HR
Prev filing
5/13/2022
Next filing
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