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GeoWealth Management’s Trimble TRMB Stock Holding History

GeoWealth Management’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
2025
Q3 		– Sell
-117
Closed -$8.89K – 1190
2025
Q2 		$8.89K Sell
117
-304
-72% -$20.4K ﹤0.01% 1120
2025
Q1 		$27.6K Buy
421
+246
+141% +$17.7K ﹤0.01% 953
2024
Q4 		$12.4K Buy
+175
New +$11.9K ﹤0.01% 1459

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

GeoWealth Management's TRMB Position: Q3 2025 in Review

GeoWealth Management sold out of Trimble (TRMB) in Q3 2025, closing a stake of 117 shares — an estimated $8.89K sold.

GeoWealth Management first reported a position in TRMB in Q4 2024 and held it in 3 quarters. The position peaked at $27.6K in Q1 2025. 763 funds tracked by Wall St. Rank hold TRMB as of Q3 2025.

  • GeoWealth Management reported no remaining Trimble position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 117 Trimble shares in Q3 2025, an estimated $8.89K.
  • GeoWealth Management first reported a position in Trimble in Q4 2024 and held it in 3 quarters.
  • GeoWealth Management's Trimble position peaked at $27.6K in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Trimble as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.