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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 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GE GE AEROSPACE Industrials 5,544.0 $1.7M 0.44% -54.0 -1.0% $308.03 +16.1%
22 NKE NIKE INC Consumer Cyclical 26,258.0 $1.7M 0.43% -5K -16.5% $63.71 -29.1%
23 GOOGL ALPHABET INC Communication Services 5,234.0 $1.6M 0.42% -80.0 -1.5% $313.03 +17.6%
24 SHOP SHOPIFY INC Technology 10,069.0 $1.6M 0.42% -7K -41.6% $160.97 -32.4%
25 T AT&T INC Communication Services 64,320.0 $1.6M 0.41% -13K -16.7% $24.84 -11.4%
26 J P MORGAN EXCHANGE TRADED F 29,728.0 $1.5M 0.39% -4K -10.6% $50.59
27 MKC MCCORMICK & CO INC Consumer Defensive 19,000.0 $1.3M 0.34% -4K -17.4% $68.11 -31.5%
28 VUSB VANGUARD BD INDEX FDS 25,486.0 $1.3M 0.33% -191.0 -0.7% $49.84 -0.3%
29 XOM EXXON MOBIL CORP Energy 9,962.0 $1.2M 0.31% -651.0 -6.1% $120.34 +17.0%
30 AVGO BROADCOM INC Technology 3,223.0 $1.1M 0.29% -6K -65.2% $346.10 +18.9%
31 OKE ONEOK INC NEW Energy 14,200.0 $1.0M 0.27% -3K -15.5% $73.50 +15.7%
32 MS MORGAN STANLEY Financial Services 5,268.0 $935K 0.24% -500.0 -8.7% $177.53 +25.7%
33 SPY SPDR S&P 500 ETF TR Financial Services 1,333.0 $909K 0.23% -22.0 -1.6% $681.92 +9.5%
34 FXR FIRST TR EXCHANGE TRADED FD 11,366.0 $908K 0.23% -18K -61.6% $79.87 +11.0%
35 JNJ JOHNSON & JOHNSON Healthcare 4,132.0 $855K 0.22% -646.0 -13.5% $206.95 +10.4%
36 ABBV ABBVIE INC Healthcare 3,167.0 $724K 0.19% -317.0 -9.1% $228.49 -5.2%
37 IBM INTERNATIONAL BUSINESS MACHS Technology 2,239.0 $663K 0.17% -400.0 -15.2% $296.21 -15.9%
38 COF CAPITAL ONE FINL CORP Financial Services 2,656.0 $644K 0.17% -10K -79.4% $242.36 -16.8%
39 ED CONSOLIDATED EDISON INC Utilities 5,627.0 $559K 0.14% -240.0 -4.1% $99.32 +7.1%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 9,579.0 $390K 0.10% -2K -15.8% $40.73 +12.5%
Page 2 of 3  ·  53 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 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%