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Clear Wave Wealth Management’s TriMas Corp TRS Stock Holding History

Clear Wave Wealth Management’s Portfolio TRS Stock Details TRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$323K Hold
7,167
– – 0.06% 130
2026
Q1 		$258K Buy
+7,167
New +$257K 0.06% 137

Other funds holding TRS

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Clear Wave Wealth Management's TRS Position: Q2 2026 in Review

Clear Wave Wealth Management held its TriMas Corp (TRS) position steady in Q2 2026 at 7,167 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #130.

Clear Wave Wealth Management first reported a position in TRS in Q1 2026 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold TRS as of Q2 2026.

  • Clear Wave Wealth Management held 7,167 shares of TriMas Corp worth $323K as of Q2 2026.
  • Clear Wave Wealth Management left its TriMas Corp share count unchanged in Q2 2026.
  • TriMas Corp made up 0.06% of Clear Wave Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Clear Wave Wealth Management first reported a position in TriMas Corp in Q1 2026 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held TriMas Corp as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.