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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 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORP Technology 3,357.0 $492K 0.12% -339.0 -9.2% $146.55 +3.7%
42 MCD MCDONALDS CORP Consumer Cyclical 1,625.0 $439K 0.11% -13K -88.7% $270.31 -3.8%
43 BA BOEING CO Industrials 1,836.0 $397K 0.10% -622.0 -25.3% $216.47 -3.0%
44 PM PHILIP MORRIS INTL INC Consumer Defensive 2,093.0 $379K 0.10% -359.0 -14.6% $180.91 +5.3%
45 BAC BANK OF AMER CORP Financial Services 6,523.0 $372K 0.09% -61.0 -0.9% $56.98 +7.3%
46 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 767.0 $366K 0.09% -279.0 -26.7% $477.35 -10.5%
47 LLY ELI LILLY & CO Healthcare 244.0 $293K 0.07% -254.0 -51.0% $1199.43 -1.9%
48 META META PLATFORMS INC Communication Services 505.0 $284K 0.07% -29.0 -5.4% $563.29 +1.4%
49 NOC NORTHROP GRUMMAN CORP Industrials 539.0 $275K 0.07% -110.0 -16.9% $509.31 +7.0%
50 UNH UNITEDHEALTH GROUP INC Healthcare 598.0 $249K 0.06% -15.0 -2.5% $415.63 -5.0%
51 FCAL FIRST TR EXCH TRADED FD III 4,639.0 $230K 0.06% -884.0 -16.0% $49.65 -2.5%
52 UNP UNION PAC CORP Industrials 759.0 $206K 0.05% -397.0 -34.3% $272.03 +13.1%
Page 3 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%