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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

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Quarterly reported holdings in H&R Block by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
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

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View all positions for TriaGen Wealth Management

Top funds holding H&R Block

Vanguard Group
Lazard Asset Management
Charles Schwab Investment Management
Wellington Management Company
Robeco Investment Management
Dimensional Fund Advisors
AQR Capital Management
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
Norges Bank Investment Management
LSV Asset Management
Pacer Advisors
D. E. Shaw & Co
Citadel Advisors
NewEdge Wealth

View all funds holding H&R Block