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Creative Planning TRS Position History

TriMas Corporation • Industrials

Quarters held
7
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.8M
Q4 2025$1.7M
Q1 2026$1.9M
Q2 2026$8K
Q2 2026$4.3M
Q3 2026$51K
Q3 2026$7.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.4M193.0K——
Q3 2026$51K1.3K——
Q2 2026$4.3M95.6K——
Q2 2026$8K184——
Q1 2026$1.9M54.2K——
Q4 2025$1.7M47.7K——
Q3 2025$1.8M46.5K——

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