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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 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MA MASTERCARD INCORPORATED Financial Services 5,921.0 $3.4M 0.87% -32.0 -0.5% $570.88 -14.0%
22 DPZ DOMINOS PIZZA INC Consumer Cyclical 7,626.0 $3.2M 0.82% -948.0 -11.1% $416.82 -25.0%
23 VTI VANGUARD INDEX FDS 9,435.0 $3.2M 0.82% $335.28 +10.4%
24 CTA SIMPLIFY EXCHANGE TRADED FUN 114,909.0 $3.1M 0.81% +14K +13.8% $27.26 -0.4%
25 MSFT MICROSOFT CORP Technology 6,444.0 $3.1M 0.81% +40.0 +0.6% $483.59 -21.9%
26 EA ELECTRONIC ARTS INC Communication Services 14,374.0 $2.9M 0.76% $204.33 -0.6%
27 IUSG ISHARES TR 17,102.0 $2.9M 0.74% $167.94 +12.4%
28 CENCORA INC 8,382.0 $2.8M 0.73% -48.0 -0.6% $337.75
29 MCK MCKESSON CORP Healthcare 3,430.0 $2.8M 0.73% -19.0 -0.6% $820.29 -8.3%
30 DFCA DIMENSIONAL ETF TRUST 53,456.0 $2.7M 0.69% +6K +11.8% $50.08 +0.2%
31 JPM JPMORGAN CHASE & CO. Financial Services 8,302.0 $2.7M 0.69% +625.0 +8.1% $322.22 +1.3%
32 VMBS VANGUARD SCOTTSDALE FDS 56,448.0 $2.7M 0.69% -366.0 -0.6% $47.08 -0.7%
33 ABNB AIRBNB INC Consumer Cyclical 18,995.0 $2.6M 0.67% -358.0 -1.9% $135.72 +5.0%
34 CBRE CBRE GROUP INC Real Estate 15,730.0 $2.5M 0.65% $160.79 -18.7%
35 MDT MEDTRONIC PLC Healthcare 25,186.0 $2.4M 0.63% NEW $96.06 -17.5%
36 ESGD ISHARES TR 25,064.0 $2.4M 0.62% $95.09 +8.5%
37 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 9,295.0 $2.4M 0.62% -9K -50.0% $256.03 -6.4%
38 CME CME GROUP INC Financial Services 8,548.0 $2.3M 0.60% $273.08 -9.2%
39 FXO FIRST TR EXCHANGE TRADED FD 38,653.0 $2.3M 0.60% -730.0 -1.9% $60.35 +1.1%
40 XEL XCEL ENERGY INC Utilities 31,257.0 $2.3M 0.60% $73.86 +4.7%
Page 2 of 9  ·  176 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%