TriaGen Wealth Management LLC
TriaGen Wealth Management LLC reported 185 positions worth $399.8M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: AAPL (7.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $29.9M | 7.49% | 103,464 | — | — | |
| ▸ 2 | DIVI | SH | $26.1M | 6.52% | 610,254 | — | — | |
| ▸ 3 | FLOT | SH | $18.3M | 4.57% | 358,003 | — | — | |
| ▸ 4 | VO | SH | $17.5M | 4.37% | 216,882 | — | — | |
| ▸ 5 | EYLD | SH | $13.3M | 3.31% | 291,869 | — | — | |
| ▸ 6 | MGC | SH | $13.2M | 3.29% | 48,100 | — | — | |
| ▸ 7 | DGRO | SH | $13.1M | 3.28% | 172,855 | — | — | |
| ▸ 8 | SCHG | SH | $12.8M | 3.20% | 377,702 | — | — | |
| ▸ 9 | VB | SH | $11.3M | 2.83% | 37,370 | — | — | |
| ▸ 10 | NVDA | SH | $9.9M | 2.48% | 49,597 | — | — |
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Frequently Asked Questions
What stocks does TriaGen Wealth Management LLC hold as of Q2 2026?
TriaGen Wealth Management LLC reported 185 positions worth $399.8M in its Q2 2026 13F filing. Largest positions: AAPL (7.5%), DIVI (6.5%), FLOT (4.6%), VO (4.4%) and EYLD (3.3%).
What did TriaGen Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TriaGen Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.