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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 4 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHOP SHOPIFY INC Technology 10,069.0 $1.6M 0.42% -7K -41.6% $160.97 -32.5%
62 T AT&T INC Communication Services 64,320.0 $1.6M 0.41% -13K -16.7% $24.84 -10.7%
63 J P MORGAN EXCHANGE TRADED F 29,728.0 $1.5M 0.39% -4K -10.6% $50.59
64 SLQT SELECTQUOTE INC Financial Services 1,055,500.0 $1.5M 0.39% $1.41 -31.1%
65 LITE LUMENTUM HLDGS INC Technology 3,959.0 $1.5M 0.38% +2K +139.2% $368.59 +127.2%
66 SHYG ISHARES TR 33,809.0 $1.4M 0.38% $42.87 -1.0%
67 MISL FIRST TR EXCHANGE-TRADED FD 33,862.0 $1.4M 0.38% NEW $42.79 +7.9%
68 GILD GILEAD SCIENCES INC Healthcare 11,440.0 $1.4M 0.36% $122.74 +0.3%
69 MKC MCCORMICK & CO INC Consumer Defensive 19,000.0 $1.3M 0.34% -4K -17.4% $68.11 -31.7%
70 GOOG ALPHABET INC Communication Services 4,056.0 $1.3M 0.33% $313.80 +16.6%
71 VUSB VANGUARD BD INDEX FDS 25,486.0 $1.3M 0.33% -191.0 -0.7% $49.84 -0.3%
72 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,263.0 $1.2M 0.32% +3K +200.0% $287.22 +23.2%
73 XOM EXXON MOBIL CORP Energy 9,962.0 $1.2M 0.31% -651.0 -6.1% $120.34 +14.5%
74 VTEB VANGUARD MUN BD FDS 23,096.0 $1.2M 0.30% $50.29 +0.3%
75 NEM NEWMONT CORP Basic Materials 11,596.0 $1.2M 0.30% $99.85 +3.6%
76 RTX RTX CORPORATION Industrials 6,169.0 $1.1M 0.29% $183.40 +1.2%
77 AVGO BROADCOM INC Technology 3,223.0 $1.1M 0.29% -6K -65.2% $346.10 +18.3%
78 SHW SHERWIN WILLIAMS CO Basic Materials 3,412.0 $1.1M 0.29% $324.03 -0.9%
79 IEF ISHARES TR 11,417.0 $1.1M 0.28% +82.0 +0.7% $96.16 -1.9%
80 WBD WARNER BROS DISCOVERY INC Communication Services 37,388.0 $1.1M 0.28% +15K +64.7% $28.82 -8.3%
Page 4 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%