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Blue Bell Private Wealth Management’s TruGolf TRUG Stock Holding History

Blue Bell Private Wealth Management’s Portfolio TRUG Stock Details TRUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14 Hold
3
– – ﹤0.01% 723
2025
Q4 		$25 Hold
3
– – ﹤0.01% 724
2025
Q3 		$83 Hold
3
– – ﹤0.01% 725
2025
Q2 		$194 Hold
3
– – ﹤0.01% 717
2025
Q1 		$598 Buy
+3
New +$699 ﹤0.01% 692

Other funds holding TRUG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Blue Bell Private Wealth Management's TRUG Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its TruGolf (TRUG) position steady in Q1 2026 at 3 shares worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Blue Bell Private Wealth Management first reported a position in TRUG in Q1 2025 and has held it in 5 quarters since. The position peaked at $598 in Q1 2025. 7 funds tracked by Wall St. Rank hold TRUG as of Q1 2026.

  • Blue Bell Private Wealth Management held 3 shares of TruGolf worth $14 as of Q1 2026.
  • Blue Bell Private Wealth Management left its TruGolf share count unchanged in Q1 2026.
  • TruGolf made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #723 holding.
  • Blue Bell Private Wealth Management first reported a position in TruGolf in Q1 2025 and has held it in 5 quarters since.
  • Blue Bell Private Wealth Management's TruGolf position peaked at $598 in Q1 2025.
  • 7 funds tracked by Wall St. Rank held TruGolf as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.