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GoalVest Advisory’s Trimble TRMB Stock Holding History

GoalVest Advisory’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
Q3 		$4.34K Buy
+76
New +$4.32K ﹤0.01% 583
2025
Q2 		– Sell
-6
Closed -$394 – 516
2025
Q1 		$394 Buy
+6
New +$431 ﹤0.01% 385

Other funds holding TRMB

BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GoalVest Advisory's TRMB Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Trimble (TRMB) in Q3 2026: 76 shares worth $4.34K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in TRMB as recently as Q1 2025.

GoalVest Advisory first reported a position in TRMB in Q1 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold TRMB as of Q3 2026.

  • GoalVest Advisory held 76 shares of Trimble worth $4.34K as of Q3 2026.
  • Trimble was a new GoalVest Advisory position in Q3 2026.
  • Trimble made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #583 holding.
  • GoalVest Advisory first reported a position in Trimble in Q1 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Trimble as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.