H&R Block shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in H&R Block
Tip: Access up to 7 years of quarterly data
All positions including H&R Block held by TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in H&R Block by TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $455k | 9.0k | 50.57 |
| 2025-06-30 | $476k | 8.7k | 54.89 |
| 2025-03-31 | $481k | 8.8k | 54.91 |
| 2024-12-31 | $468k | 8.9k | 52.84 |
| 2024-09-30 | $555k | 8.7k | 63.55 |
| 2024-06-30 | $469k | 8.6k | 54.23 |
| 2024-03-31 | $414k | 8.4k | 49.11 |
| 2023-12-31 | $412k | 8.5k | 48.37 |
| 2022-09-30 | $285k | 6.7k | 42.47 |
| 2022-06-30 | $235k | 6.7k | 35.29 |