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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  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 5,044.0 $1.8M 0.45% -190.0 -3.6% $357.35 -4.7%
22 IUSV ISHARES TR 16,304.0 $1.8M 0.45% -83.0 -0.5% $110.15 +4.2%
23 TSLA TESLA INC Consumer Cyclical 4,090.0 $1.7M 0.43% -595.0 -12.7% $420.60 -15.6%
24 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 16,528.0 $1.4M 0.36% -15K -48.0% $87.04 +10.9%
25 J P MORGAN EXCHANGE TRADED F 24,003.0 $1.2M 0.30% -6K -19.3% $50.57
26 MRVL MARVELL TECHNOLOGY INC Technology 4,029.0 $1.2M 0.30% -21K -83.8% $297.89 -18.9%
27 VUSB VANGUARD BD INDEX FDS 23,015.0 $1.1M 0.29% -2K -9.7% $49.78 -0.0%
28 RTX RTX CORPORATION Industrials 6,009.0 $1.1M 0.28% -160.0 -2.6% $189.73 +11.8%
29 AVGO BROADCOM INC Technology 2,981.0 $1.1M 0.28% -242.0 -7.5% $377.75 -1.6%
30 WBD WARNER BROS DISCOVERY INC Communication Services 36,768.0 $980K 0.24% -620.0 -1.7% $26.66 +8.3%
31 MKC MCCORMICK & CO INC Consumer Defensive 18,800.0 $948K 0.24% -200.0 -1.1% $50.42 +8.2%
32 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,106.0 $826K 0.21% -227.0 -17.0% $746.87 +3.2%
33 HD HOME DEPOT INC Consumer Cyclical 2,311.0 $815K 0.20% -101.0 -4.2% $352.68 -6.8%
34 GE GE AEROSPACE Industrials 2,096.0 $783K 0.20% -3K -62.2% $373.79 -8.3%
35 NUSC NUSHARES ETF TR 14,447.0 $753K 0.19% -873.0 -5.7% $52.12 +0.1%
36 SUSA ISHARES TR 4,742.0 $732K 0.18% -427.0 -8.3% $154.31 +3.5%
37 ESGE ISHARES INC 11,737.0 $642K 0.16% -62.0 -0.5% $54.69 -0.6%
38 AMD ADVANCED MICRO DEVICES INC Technology 1,082.0 $629K 0.16% -2K -65.0% $580.91 -17.9%
39 GEV GE VERNOVA INC Utilities 502.0 $590K 0.15% -79.0 -13.6% $1175.10 -18.8%
40 COF CAPITAL ONE FINL CORP Financial Services 2,568.0 $515K 0.13% -88.0 -3.3% $200.62 +8.0%
Page 2 of 3  ·  52 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%