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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 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD INDEX FDS 9,362.0 $3.5M 0.87% -73.0 -0.8% $370.06 +2.9%
22 LITE LUMENTUM HLDGS INC Technology 3,979.0 $3.4M 0.85% +20.0 +0.5% $858.06 +11.4%
23 DIS DISNEY WALT CO Communication Services 34,934.0 $3.4M 0.84% +2K +7.1% $96.25 +11.0%
24 CTA SIMPLIFY EXCHANGE TRADED FUN 126,953.0 $3.3M 0.82% +12K +10.5% $25.94 +5.9%
25 MU MICRON TECHNOLOGY INC Technology 2,829.0 $3.3M 0.82% -224.0 -7.3% $1154.29 -19.0%
26 ABBV ABBVIE INC Healthcare 12,498.0 $3.1M 0.79% +9K +294.6% $251.64 +2.5%
27 IUSG ISHARES TR 16,483.0 $3.1M 0.78% -619.0 -3.6% $188.09 +2.3%
28 MA MASTERCARD INCORPORATED Financial Services 5,639.0 $2.9M 0.72% -282.0 -4.8% $513.60 +15.2%
29 EA ELECTRONIC ARTS INC Communication Services 13,533.0 $2.8M 0.69% -841.0 -5.8% $205.04 +2.3%
30 VMBS VANGUARD SCOTTSDALE FDS 58,705.0 $2.7M 0.69% +2K +4.0% $46.81 -0.9%
31 WDC WESTERN DIGITAL CORP Technology 4,186.0 $2.7M 0.67% -1K -24.2% $638.72 -27.7%
32 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 15,754.0 $2.7M 0.66% NEW $168.53 -7.5%
33 FBT FIRST TR EXCHANGE-TRADED FD 10,445.0 $2.6M 0.65% NEW $247.89 +10.5%
34 STLD STEEL DYNAMICS INC Basic Materials 11,269.0 $2.6M 0.65% -748.0 -6.2% $229.46 +2.8%
35 MS MORGAN STANLEY Financial Services 12,289.0 $2.6M 0.64% +7K +133.3% $209.04 +2.8%
36 FTXR FIRST TR EXCHANGE TRADED FD 56,335.0 $2.6M 0.64% NEW $45.57 -3.1%
37 QTEC FIRST TR EXCHANGE-TRADED FD 7,623.0 $2.6M 0.64% NEW $334.69 -3.9%
38 ESGD ISHARES TR 24,502.0 $2.5M 0.63% -562.0 -2.2% $102.81 +4.0%
39 VTRS VIATRIS INC Healthcare 158,207.0 $2.5M 0.63% NEW $15.88 +6.4%
40 FXL FIRST TR EXCHANGE-TRADED FD 11,426.0 $2.5M 0.62% NEW $217.22 +1.1%
Page 2 of 10  ·  185 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%