Back to TRS
HB Wealth Management, LLC → TRS
HB Wealth Management, LLC TRS Position History
TriMas Corporation • Industrials
Quarters held
4
Latest value
$356K
Q3 2026
Peak value
$366K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $276K |
| Q1 2026 | $284K |
| Q2 2026 | $366K |
| Q3 2026 | $356K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $356K | 9.2K | — | — |
| Q2 2026 | $366K | 8.1K | — | — |
| Q1 2026 | $284K | 7.9K | — | — |
| Q4 2025 | $276K | 7.8K | — | — |
Other funds holding TRS
$136.6M
$136.6M
$128.9M
$128.4M
$124.5M
$117.9M
$104.5M
$89.1M