BWL
TRLV

Bogart Wealth LLC’s Trulieve Cannabis Corp TRLV Stock Holding History

Bogart Wealth LLC’s Portfolio TRLV Stock Details TRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.92K Buy
+500
New +$4.82K ﹤0.01% 1205

Other funds holding TRLV

ADMI
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EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CCM
Chiron Capital Management Tallahassee, Florida $111M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Bogart Wealth LLC's TRLV Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Trulieve Cannabis Corp (TRLV) in Q2 2026: 500 shares worth $4.92K. The stake represents ﹤0.01% of the portfolio and ranks #1205 among its holdings.

20 funds tracked by Wall St. Rank hold TRLV as of Q2 2026.

  • Bogart Wealth LLC held 500 shares of Trulieve Cannabis Corp worth $4.92K as of Q2 2026.
  • Trulieve Cannabis Corp was a new Bogart Wealth LLC position in Q2 2026.
  • Trulieve Cannabis Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1205 holding.
  • 20 funds tracked by Wall St. Rank held Trulieve Cannabis Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.