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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 7 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ABBV CALL ABBVIE INC Healthcare 2,200.0 $554K 0.14% NEW $251.64 +2.5%
122 VSAT VIASAT INC Technology 6,144.0 $552K 0.14% NEW $89.81 -19.0%
123 RVTY REVVITY INC Healthcare 4,767.0 $530K 0.13% $111.25 +16.6%
124 COF CAPITAL ONE FINL CORP Financial Services 2,568.0 $515K 0.13% -88.0 -3.3% $200.62 +8.0%
125 CSX CSX CORP Industrials 10,807.0 $514K 0.13% $47.53 +8.4%
126 VWO VANGUARD INTL EQUITY INDEX F 8,558.0 $511K 0.13% $59.69 +2.2%
127 ENPH ENPHASE ENERGY INC Energy 10,039.0 $494K 0.12% +4K +57.3% $49.24 -20.3%
128 ORCL ORACLE CORP Technology 3,357.0 $492K 0.12% -339.0 -9.2% $146.55 +3.7%
129 ALL ALLSTATE CORP Financial Services 2,011.0 $478K 0.12% +18.0 +0.9% $237.93 +8.3%
130 VGT VANGUARD WORLD FD 3,920.0 $469K 0.12% +3K +700.0% $119.52 +2.0%
131 EMLC VANECK ETF TRUST 17,952.0 $459K 0.12% +409.0 +2.3% $25.56 +0.8%
132 JPM CALL JPMORGAN CHASE & CO Financial Services 1,400.0 $458K 0.12% NEW $327.33 +8.2%
133 AMAT APPLIED MATLS INC Technology 627.0 $453K 0.11% NEW $723.00 -33.3%
134 TJX TJX COS INC NEW Consumer Cyclical 2,968.0 $450K 0.11% $151.52 -11.4%
135 AFL AFLAC INC Financial Services 3,781.0 $443K 0.11% +46.0 +1.2% $117.26 -0.6%
136 MCD MCDONALDS CORP Consumer Cyclical 1,625.0 $439K 0.11% -13K -88.7% $270.31 -3.8%
137 ETN EATON CORP PLC Industrials 1,028.0 $438K 0.11% $426.12 -2.4%
138 AZO AUTOZONE INC Consumer Cyclical 134.0 $428K 0.11% +1.0 +0.8% $3195.94 -8.2%
139 VZ VERIZON COMMUNICATIONS INC Communication Services 10,010.0 $424K 0.11% +431.0 +4.5% $42.34 +16.7%
140 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 600.0 $422K 0.11% $703.34 -0.7%
Page 7 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%