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Genesis Private Wealth’s Trimble TRMB Stock Holding History

Genesis Private Wealth’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Buy
4,095
+301
+8% +$17.8K 0.06% 183
2026
Q1 		$247K Sell
3,794
-628
-14% -$43.6K 0.08% 148
2025
Q4 		$346K Sell
4,422
-376
-8% -$30K 0.11% 108
2025
Q3 		$392K Buy
4,798
+999
+26% +$81.5K 0.16% 75
2025
Q2 		$289K Buy
3,799
+402
+12% +$27K 0.14% 94
2025
Q1 		$223K Buy
3,397
+524
+18% +$37.7K 0.12% 126
2024
Q4 		$203K Buy
+2,873
New +$195K 0.11% 134

Other funds holding TRMB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Genesis Private Wealth's TRMB Position: Q2 2026 in Review

Genesis Private Wealth increased its Trimble (TRMB) stake by 7.9% in Q2 2026, buying an estimated $17.8K and bringing the position to 4,095 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #183.

Genesis Private Wealth first reported a position in TRMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q3 2025. 97 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Genesis Private Wealth held 4,095 shares of Trimble worth $210K as of Q2 2026.
  • Genesis Private Wealth bought 301 Trimble shares in Q2 2026, an estimated $17.8K.
  • Trimble made up 0.06% of Genesis Private Wealth's portfolio in Q2 2026, its #183 holding.
  • Genesis Private Wealth first reported a position in Trimble in Q4 2024 and has held it in 7 quarters since.
  • Genesis Private Wealth's Trimble position peaked at $392K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.