JWM
TBRG

JPL Wealth Management’s TruBridge TBRG Stock Holding History

JPL Wealth Management’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79 Hold
3
– – ﹤0.01% 1657
2026
Q1 		$44 Buy
+3
New +$57 ﹤0.01% 1511
2025
Q4 		– Sell
-3
Closed -$61 – 1162
2025
Q3 		$61 Buy
+3
New +$63 ﹤0.01% 1174

Other funds holding TBRG

GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

JPL Wealth Management's TBRG Position: Q2 2026 in Review

JPL Wealth Management held its TruBridge (TBRG) position steady in Q2 2026 at 3 shares worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

JPL Wealth Management first reported a position in TBRG in Q3 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold TBRG as of Q2 2026.

  • JPL Wealth Management held 3 shares of TruBridge worth $79 as of Q2 2026.
  • JPL Wealth Management left its TruBridge share count unchanged in Q2 2026.
  • TruBridge made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1657 holding.
  • JPL Wealth Management first reported a position in TruBridge in Q3 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held TruBridge as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.