Geneos Wealth Management’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.8K | Hold |
533
| – | – | ﹤0.01% | 1568 |
|
|
2025
Q4 | $41.8K | Buy |
533
+87
| +20% | +$6.93K | ﹤0.01% | 1463 |
|
|
2025
Q3 | $36.4K | Sell |
446
-28
| -6% | -$2.28K | ﹤0.01% | 1496 |
|
|
2025
Q2 | $36K | Sell |
474
-264
| -36% | -$17.7K | ﹤0.01% | 1740 |
|
|
2025
Q1 | $50.5K | Buy |
738
+445
| +152% | +$32K | ﹤0.01% | 1920 |
|
|
2024
Q4 | $20.7K | Hold |
293
| – | – | ﹤0.01% | 1709 |
|
|
2024
Q3 | $18.2K | Sell |
293
-57
| -16% | -$3.18K | ﹤0.01% | 1593 |
|
|
2024
Q2 | $19.6K | Hold |
350
| – | – | ﹤0.01% | 1359 |
|
|
2024
Q1 | $22.5K | Hold |
350
| – | – | ﹤0.01% | 1319 |
|
|
2023
Q4 | $18.6K | Hold |
350
| – | – | ﹤0.01% | 1384 |
|
|
2023
Q3 | $18.9K | Hold |
350
| – | – | ﹤0.01% | 1388 |
|
|
2023
Q2 | $18.5K | Buy |
350
+150
| +75% | +$7.34K | ﹤0.01% | 1404 |
|
|
2023
Q1 | $10.5K | Hold |
200
| – | – | ﹤0.01% | 1540 |
|
|
2022
Q4 | $10.1K | Hold |
200
| – | – | ﹤0.01% | 1527 |
|
|
2022
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1524 |
|
|
2022
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 1923 |
|
|
2022
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 1954 |
|
|
2021
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 1979 |
|
|
2021
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 2041 |
|
|
2021
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 2030 |
|
|
2021
Q1 | $16K | Hold |
200
| – | – | ﹤0.01% | 2186 |
|
|
2020
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 2094 |
|
|
2020
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 2004 |
|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2011 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 2056 |
|
|
2019
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 2068 |
|
|
2019
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 2026 |
|
|
2019
Q2 | $9K | Buy |
+200
| New | +$8.31K | ﹤0.01% | 1951 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$8K | – | 2238 |
|
|
2017
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 1715 |
|
|
2017
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 1693 |
|
|
2017
Q2 | $7K | Sell |
200
-67
| -25% | -$2.33K | ﹤0.01% | 1653 |
|
|
2017
Q1 | $8K | Hold |
267
| – | – | ﹤0.01% | 1576 |
|
|
2016
Q4 | $8K | Hold |
267
| – | – | ﹤0.01% | 1516 |
|
|
2016
Q3 | $7K | Buy |
267
+67
| +34% | +$1.79K | ﹤0.01% | 1495 |
|
|
2016
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 1584 |
|
|
2016
Q1 | $5K | Buy |
+200
| New | +$4.42K | ﹤0.01% | 1506 |
|
Other funds holding TRMB
VCM
VPM
GIM
Geneos Wealth Management's TRMB Position: Q1 2026 in Review
Geneos Wealth Management held its Trimble (TRMB) position steady in Q1 2026 at 533 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.
Geneos Wealth Management first reported a position in TRMB in Q1 2016 and has held it in 36 quarters since. The position peaked at $50.5K in Q1 2025. 774 funds tracked by Wall St. Rank hold TRMB as of Q1 2026.
- Geneos Wealth Management held 533 shares of Trimble worth $34.8K as of Q1 2026.
- Geneos Wealth Management left its Trimble share count unchanged in Q1 2026.
- Trimble made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1568 holding.
- Geneos Wealth Management first reported a position in Trimble in Q1 2016 and has held it in 36 quarters since.
- Geneos Wealth Management's Trimble position peaked at $50.5K in Q1 2025.
- 774 funds tracked by Wall St. Rank held Trimble as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.