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Creative Planning TRC Position History
Tejon Ranch Co.
Quarters held
8
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13K |
| Q3 2025 | $511K |
| Q4 2025 | $909K |
| Q1 2026 | $916K |
| Q2 2026 | $23K |
| Q2 2026 | $885K |
| Q3 2026 | $46K |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 128.3K | — | — |
| Q3 2026 | $46K | 2.8K | — | — |
| Q2 2026 | $885K | 47.3K | — | — |
| Q2 2026 | $23K | 1.2K | — | — |
| Q1 2026 | $916K | 48.6K | — | — |
| Q4 2025 | $909K | 57.7K | — | — |
| Q3 2025 | $511K | 32.0K | — | — |
| Q3 2025 | $13K | 831 | — | — |
Other funds holding TRC
$35.7M
$33.2M
$31.7M
$31.1M
$13.8M
$13.6M