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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 3,472.0 $387K 0.10% -19K -84.4% $111.41 +5.2%
42 NOC NORTHROP GRUMMAN CORP Industrials 649.0 $370K 0.10% -42.0 -6.1% $570.21 -8.5%
43 BAC BANK AMERICA CORP Financial Services 6,584.0 $362K 0.09% -268.0 -3.9% $55.00 +2.2%
44 META META PLATFORMS INC Communication Services 534.0 $352K 0.09% -3K -84.4% $660.09 -12.6%
45 SBUX STARBUCKS CORP Consumer Cyclical 4,075.0 $343K 0.09% -2K -32.9% $84.21 +19.5%
46 AMT AMERICAN TOWER CORP NEW Real Estate 1,945.0 $341K 0.09% -137.0 -6.6% $175.57 +0.3%
47 FCAL FIRST TR EXCH TRADED FD III 5,523.0 $272K 0.07% -213.0 -3.7% $49.31 +0.6%
48 CRM SALESFORCE INC Technology 1,018.0 $270K 0.07% -167.0 -14.1% $264.91 -42.7%
49 UNP UNION PAC CORP Industrials 1,156.0 $267K 0.07% -478.0 -29.2% $231.33 +11.0%
50 INTC INTEL CORP Technology 6,687.0 $247K 0.06% -100.0 -1.5% $36.90 +263.1%
51 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 8,060.0 $230K 0.06% -3K -26.4% $28.52 +5.2%
52 ENPH ENPHASE ENERGY INC Energy 6,381.0 $205K 0.05% -102.0 -1.6% $32.05 +63.1%
53 UNH UNITEDHEALTH GROUP INC Healthcare 613.0 $202K 0.05% -335.0 -35.3% $330.11 +21.5%
Page 3 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%