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Portfolio (Quarterly) Guide ↗

TriaGen Wealth Management LLC

· CIK 0001843848
13F Portfolio $387M AUM 176 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 18 New 31 Added 53 Reduced 25 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 VICI VICI PPTYS INC Real Estate 7,126 $232K 0.06% SOLD
22 TQQQ PROSHARES TR 2,000 $207K 0.05% SOLD
23 QS QUANTUMSCAPE CORP Consumer Cyclical 14,379 $177K 0.05% SOLD
24 TILRAY BRANDS INC 10,500 $18K 0.01% SOLD
25 QSI QUANTUM SI INC Healthcare 10,000 $14K 0.00% SOLD
Page 2 of 2  ·  25 positions
Sector Allocation
Technology 38.4%
Financial Services 14.0%
Healthcare 10.2%
Consumer Cyclical 9.6%
Communication Services 7.6%
Energy 6.0%
Consumer Defensive 3.9%
Industrials 3.6%
Utilities 2.8%
Basic Materials 2.5%