SEC 13F Intelligence

Processus Wealth & Capital Management, LLC / TRVC

Processus Wealth & Capital Management, LLC’s Citigroup Inc Position

Does Processus Wealth & Capital Management, LLC own Citigroup Inc (TRVC)? Yes — 36.8K shares worth $4M (+2.84% of its 13F portfolio) as of Q1 2026, up from 36.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
36.8K
% of Portfolio
+2.84%
Quarters Held
9
currently held

Position History TRVC

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.8K$4M+2.84%
Q4 202536.7K$4M+2.83%
Q3 202535.3K$4M+2.57%
Q2 202535.9K$3M+2.41%
Q1 202535.9K$3M+2.17%
Q4 202435.4K$2M+1.98%
Q3 202435.7K$2M+1.84%
Q2 202438.0K$2M+2.00%
Q1 202437.9K$2M+2.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Processus Wealth & Capital Management, LLC’s full portfolio or all institutional holders of TRVC.