Portfolio (Quarterly) Guide ↗

TriaGen Wealth Management LLC

· CIK 0001843848

13F Portfolio $400M AUM 185 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 46 New 50 Added 52 Reduced 37 Exited

Page 1 of 2 · 37 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PLTR	PALANTIR TECHNOLOGIES INC	Technology	22,559	$4.0M	1.04%	SOLD
2	CNQ	CANADIAN NAT RES LTD	Energy	106,838	$3.6M	0.94%	SOLD
3	DPZ	DOMINOS PIZZA INC	Consumer Cyclical	7,626	$3.2M	0.82%	SOLD
4	—	CENCORA INC	—	8,382	$2.8M	0.73%	SOLD
5	MCK	MCKESSON CORP	Healthcare	3,430	$2.8M	0.73%	SOLD
6	CBRE	CBRE GROUP INC	Real Estate	15,730	$2.5M	0.65%	SOLD
7	MDT	MEDTRONIC PLC	Healthcare	25,186	$2.4M	0.63%	SOLD
8	TTWO	TAKE-TWO INTERACTIVE SOFTWAR	Communication Services	9,295	$2.4M	0.62%	SOLD
9	CME	CME GROUP INC	Financial Services	8,548	$2.3M	0.60%	SOLD
10	FXO	FIRST TR EXCHANGE TRADED FD	—	38,653	$2.3M	0.60%	SOLD
11	FDN	FIRST TR EXCHANGE-TRADED FD	—	8,552	$2.3M	0.59%	SOLD
12	APP	APPLOVIN CORP	Technology	3,364	$2.3M	0.59%	SOLD
13	FXU	FIRST TR EXCHANGE TRADED FD	—	50,104	$2.3M	0.58%	SOLD
14	BSX	BOSTON SCIENTIFIC CORP	Healthcare	23,619	$2.3M	0.58%	SOLD
15	SHOP	SHOPIFY INC	Technology	10,069	$1.6M	0.42%	SOLD
16	MISL	FIRST TR EXCHANGE-TRADED FD	—	33,862	$1.4M	0.38%	SOLD
17	GILD	GILEAD SCIENCES INC	Healthcare	11,440	$1.4M	0.36%	SOLD
18	NEM	NEWMONT CORP	Basic Materials	11,596	$1.2M	0.30%	SOLD
19	OKE	ONEOK INC NEW	Energy	14,200	$1.0M	0.27%	SOLD
20	KSS	KOHLS CORP	Consumer Cyclical	48,007	$980K	0.25%	SOLD

Page 1 of 2 · 37 positions

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Sector Allocation

Technology 35.6%

Financial Services 18.7%

Healthcare 10.6%

Consumer Cyclical 6.6%

Communication Services 5.8%

Basic Materials 5.2%

Energy 5.0%

Industrials 4.6%

Consumer Defensive 4.2%

Utilities 3.4%