Concurrent Investment Advisors’s Trulieve Cannabis Corp TRLV Stock Holding History

Concurrent Investment Advisors’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	$990K	Buy	+100,761	New	+$971K	0.01%	1014

Other funds holding TRLV

Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Chiron Capital Management Tallahassee, Florida $111M AUM

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Concurrent Investment Advisors's TRLV Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Trulieve Cannabis Corp (TRLV) in Q2 2026: 100,761 shares worth $990K. The stake represents 0.01% of the portfolio and ranks #1014 among its holdings.

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

Concurrent Investment Advisors held 100,761 shares of Trulieve Cannabis Corp worth $990K as of Q2 2026.
Trulieve Cannabis Corp was a new Concurrent Investment Advisors position in Q2 2026.
Trulieve Cannabis Corp made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1014 holding.
27 funds tracked by Wall St. Rank held Trulieve Cannabis Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.