GHP Investment Advisors’s Thomson Reuters TRI Stock Holding History

GHP Investment Advisors’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$84K	Buy	919 +64	+7%	+$6.75K	﹤0.01%	477
2025 Q4	$114K	Hold	855	–	–	﹤0.01%	433
2025 Q3	$135K	Hold	855	–	–	0.01%	416
2025 Q2	$175K	Hold	855	–	–	0.01%	390
2025 Q1	$150K	Hold	855	–	–	0.01%	396
2024 Q4	$139K	Hold	855	–	–	0.01%	406
2024 Q3	$148K	Hold	855	–	–	0.01%	407
2024 Q2	$146K	Hold	855	–	–	0.01%	400
2024 Q1	$135K	Hold	855	–	–	0.01%	412
2023 Q4	$127K	Hold	855	–	–	0.01%	414
2023 Q3	$110K	Hold	855	–	–	0.01%	422
2023 Q2	$115K	Hold	855	–	–	0.01%	423
2023 Q1	$117K	Hold	855	–	–	0.01%	421
2022 Q4	$103K	Hold	855	–	–	0.01%	432
2022 Q3	$92K	Hold	855	–	–	0.01%	432
2022 Q2	$94K	Hold	855	–	–	0.01%	431
2022 Q1	$98K	Buy	+855	New	+$95.4K	0.01%	428

Other funds holding TRI

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return