Asset Planning Inc
TMQ icon

Asset Planning Inc’s Trilogy Metals TMQ Stock Holding History

Asset Planning Inc’s Portfolio TMQ Stock Details TMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$775 Hold
250
– – ﹤0.01% 312
2026
Q2 		$878 Hold
250
– – ﹤0.01% 320
2026
Q1 		$898 Buy
+250
New +$1.14K ﹤0.01% 286

Other funds holding TMQ

TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Targeted Financial Services
Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return
Total Wealth Planning & Management
Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Asset Planning Inc's TMQ Position: Q3 2026 in Review

Asset Planning Inc held its Trilogy Metals (TMQ) position steady in Q3 2026 at 250 shares worth $775. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Asset Planning Inc first reported a position in TMQ in Q1 2026 and has held it in 3 quarters since. The position peaked at $898 in Q1 2026. 20 funds tracked by Wall St. Rank hold TMQ as of Q3 2026.

  • Asset Planning Inc held 250 shares of Trilogy Metals worth $775 as of Q3 2026.
  • Asset Planning Inc left its Trilogy Metals share count unchanged in Q3 2026.
  • Trilogy Metals made up ﹤0.01% of Asset Planning Inc's portfolio in Q3 2026, its #312 holding.
  • Asset Planning Inc first reported a position in Trilogy Metals in Q1 2026 and has held it in 3 quarters since.
  • Asset Planning Inc's Trilogy Metals position peaked at $898 in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Trilogy Metals as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.