Notify me when TriaGen Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 176 | $386,577,018 | +$50,411,652 | -$52,847,693 | -$2,436,041 | AAPL, FLOT, DIVI, VO, SCHG | 13F-HR | 27 Jan 2026, 11:43 |
| Q3 2025 | 183 | $383,348,526 | +$58,214,370 | -$30,639,726 | +$27,574,644 | AAPL, DIVI, VO, SCHG, MGC | 13F-HR | 22 Oct 2025, 09:57 |
| Q2 2025 | 171 | $330,138,052 | +$66,667,009 | -$38,761,154 | +$27,905,855 | AAPL, DIVI, VO, SCHG, MGC | 13F-HR | 23 Jul 2025, 10:12 |
| Q1 2025 | 166 | $283,586,219 | +$40,836,500 | -$44,529,699 | -$3,693,199 | AAPL, DIVI, VO, SCHG, MGC | 13F-HR | 13 May 2025, 16:29 |
| Q4 2024 | 169 | $296,777,095 | +$36,535,798 | -$35,898,301 | +$637,497 | AAPL, NVDA, VO, DIVI, SCHG | 13F-HR | 23 Jan 2025, 17:11 |
| Q3 2024 | 171 | $298,641,590 | +$58,375,726 | -$29,347,541 | +$29,028,185 | AAPL, DIVI, VO, SCHG, MGC | 13F-HR | 18 Oct 2024, 16:49 |
| Q2 2024 | 159 | $258,899,950 | +$42,434,394 | -$18,988,142 | +$23,446,252 | AAPL, DIVI, NVDA, VO, SCHG | 13F-HR | 18 Jul 2024, 16:52 |
| Q1 2024 | 160 | $241,026,538 | +$38,280,118 | -$23,753,229 | +$14,526,889 | DIVI, AAPL, VO, SCHG, NVDA | 13F-HR | 23 Apr 2024, 17:04 |
| Q4 2023 | 158 | $209,780,187 | +$27,426,554 | -$31,722,141 | -$4,295,587 | AAPL, VO, DIVI, SCHG, MGC | 13F-HR | 22 Jan 2024, 17:31 |
| Q3 2023 | 153 | $196,024,889 | +$20,073,416 | -$35,584,517 | -$15,511,101 | AAPL, DIVI, VO, SCHG, EYLD | 13F-HR | 23 Oct 2023, 16:27 |
| Q2 2023 | 165 | $218,593,788 | +$39,608,499 | -$29,589,058 | +$10,019,441 | AAPL, DIVI, VO, SCHG, MGC | 13F-HR | 08 Aug 2023, 13:24 |
| Q1 2023 | 159 | $199,019,976 | +$38,325,629 | -$29,006,859 | +$9,318,770 | AAPL, DIVI, VO, SCHG, MGC | 13F-HR | 24 Apr 2023, 10:17 |
| Q4 2022 | 164 | $180,056,880 | +$20,627,845 | -$31,071,772 | -$10,443,927 | DIVI, AAPL, VO, MGC, EYLD | 13F-HR | 09 Feb 2023, 09:29 |
| Q3 2022 | 160 | $181,104,000 | +$70,005,383 | -$23,759,605 | +$46,245,778 | AAPL, VO, JPST, VUSB, DIVI | 13F-HR | 21 Oct 2022, 16:15 |
| Q2 2022 | 151 | $140,779,000 | +$34,725,627 | -$65,803,759 | -$31,078,132 | AAPL, VO, SCHG, DGRO, COM | 13F-HR | 29 Jul 2022, 10:28 |
| Q1 2022 | 164 | $192,735,000 | +$54,744,361 | -$60,332,405 | -$5,588,044 | AAPL, VO, SCHG, MGC, DGRO | 13F-HR | 29 Apr 2022, 10:27 |
| Q4 2021 | 180 | $202,528,000 | +$25,885,513 | -$25,207,400 | +$678,113 | AAPL, VO, SCHG, MGC, DGRO | 13F-HR | 09 Feb 2022, 14:24 |
| Q3 2021 | 176 | $183,875,000 | +$12,196,477 | -$18,584,552 | -$6,388,075 | AAPL, VO, SCHG, MGC, DGRO | 13F-HR | 10 Nov 2021, 13:09 |
| Q2 2021 | 186 | $191,733,000 | +$36,443,542 | -$27,422,437 | +$9,021,105 | AAPL, VO, SCHG, MGC, DGRO | 13F-HR | 02 Aug 2021, 16:50 |
| Q1 2021 | 163 | $173,951,000 | +$30,312,066 | -$32,403,843 | -$2,091,777 | AAPL, VO, SCHG, VZ, CME | 13F-HR | 26 Apr 2021, 12:05 |
| Q4 2020 | 166 | $170,611,000 | $0 | $0 | $0 | AAPL, VZ, VO, VICI, MGC | 13F-HR | 02 Feb 2021, 14:52 |