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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 9 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NOC NORTHROP GRUMMAN CORP Industrials 539.0 $275K 0.07% -110.0 -16.9% $509.31 +7.0%
162 KO COCA COLA CO Consumer Defensive 3,373.0 $274K 0.07% $81.26 +9.6%
163 UBER UBER TECHNOLOGIES INC Technology 3,731.0 $269K 0.07% +1K +41.7% $72.16 +6.6%
164 EMHY ISHARES INC 6,610.0 $269K 0.07% +108.0 +1.7% $40.67 -0.6%
165 PNW PINNACLE WEST CAP CORP Utilities 2,477.0 $265K 0.07% $107.00 -8.5%
166 AMGN AMGEN INC Healthcare 705.0 $255K 0.06% $362.12 +20.7%
167 AXON AXON ENTERPRISE INC Industrials 449.0 $252K 0.06% NEW $560.61 +9.0%
168 UNH UNITEDHEALTH GROUP INC Healthcare 598.0 $249K 0.06% -15.0 -2.5% $415.63 -5.0%
169 EMR EMERSON ELEC CO Industrials 1,731.0 $248K 0.06% $143.15 +10.2%
170 CBOE CALL CBOE GLOBAL MKTS INC Financial Services 1,000.0 $243K 0.06% NEW $242.67 +29.4%
171 ENTERGY CORP NEW 2,077.0 $239K 0.06% NEW $114.86
172 CASY CASEYS GEN STORES INC Consumer Cyclical 291.0 $231K 0.06% NEW $794.79 -4.0%
173 FCAL FIRST TR EXCH TRADED FD III 4,639.0 $230K 0.06% -884.0 -16.0% $49.65 -2.5%
174 LMT LOCKHEED MARTIN CORP Industrials 430.0 $219K 0.06% $509.46 +11.1%
175 CAT CATERPILLAR INC Industrials 200.0 $213K 0.05% NEW $1064.90 -23.3%
176 WELL WELLTOWER INC Real Estate 925.0 $210K 0.05% NEW $226.97 +5.6%
177 UNP UNION PAC CORP Industrials 759.0 $206K 0.05% -397.0 -34.3% $272.03 +13.1%
178 MRNA MODERNA INC Healthcare 2,927.0 $205K 0.05% NEW $70.03 +103.9%
179 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 21,682.0 $204K 0.05% NEW $9.39 +26.0%
180 TRV TRAVELERS COMPANIES INC Financial Services 616.0 $203K 0.05% NEW $330.12 +11.9%
Page 9 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%