SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in TT — Trane Technologies plc
CIK 1766995
EAGLE, ID
Position in TT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$323,183
-$7,291 QoQ
Shares Held
658
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,294
of 1,802 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026SUMMIT WEALTH & RETIREMENT PLANNING, INC. holds $323,183 across 1 Building Products & Equipment name. TT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
658 | $323,183 |
All Filings in TT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,183 | 658 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $330,474 | 793 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $271,661 | 698 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $303,389 | 719 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $314,497 | 719 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||