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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 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AKAM AKAMAI TECHNOLOGIES INC Technology 10,228.0 $1.2M 0.30% NEW $118.21 -5.9%
22 HUM HUMANA INC Healthcare 3,039.0 $1.2M 0.30% NEW $397.22 -1.2%
23 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 14,390.0 $1.2M 0.30% NEW $83.48 +4.4%
24 AAL AMERICAN AIRLINES GROUP INC Industrials 63,065.0 $1.1M 0.28% NEW $18.07 -24.1%
25 CELH CELSIUS HLDGS INC Consumer Defensive 38,100.0 $1.1M 0.28% NEW $29.28 +12.7%
26 CNC CENTENE CORP DEL Healthcare 16,821.0 $1.1M 0.27% NEW $64.19 +1.8%
27 MOH MOLINA HEALTHCARE INC Healthcare 4,566.0 $1.0M 0.26% NEW $228.70 -13.1%
28 IRIDIUM COMMUNICATIONS INC 16,769.0 $920K 0.23% NEW $54.85
29 CC CHEMOURS CO Basic Materials 42,081.0 $864K 0.22% NEW $20.52 -22.6%
30 LNG CHENIERE ENERGY INC Energy 2,624.0 $627K 0.16% NEW $239.01 +17.5%
31 ABBV CALL ABBVIE INC Healthcare 2,200.0 $554K 0.14% NEW $251.64 +2.5%
32 VSAT VIASAT INC Technology 6,144.0 $552K 0.14% NEW $89.81 -19.0%
33 JPM CALL JPMORGAN CHASE & CO Financial Services 1,400.0 $458K 0.12% NEW $327.33 +8.2%
34 AMAT APPLIED MATLS INC Technology 627.0 $453K 0.11% NEW $723.00 -33.3%
35 NWL NEWELL BRANDS INC Consumer Defensive 53,188.0 $327K 0.08% NEW $6.14 -4.2%
36 AXON AXON ENTERPRISE INC Industrials 449.0 $252K 0.06% NEW $560.61 +9.0%
37 CBOE CALL CBOE GLOBAL MKTS INC Financial Services 1,000.0 $243K 0.06% NEW $242.67 +29.4%
38 ENTERGY CORP NEW 2,077.0 $239K 0.06% NEW $114.86
39 CASY CASEYS GEN STORES INC Consumer Cyclical 291.0 $231K 0.06% NEW $794.79 -4.0%
40 CAT CATERPILLAR INC Industrials 200.0 $213K 0.05% NEW $1064.90 -23.3%
Page 2 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%