TriaGen Wealth Management LLC: AAPL position timeline

TriaGen Wealth Management LLC held 103,464 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 103,464 shares

   Change vs previous 13F -14,978 shares

   7.51% of the 13F portfolio, value $29,938,379.

   13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 118,442 shares

   Change vs previous 13F -53,122 shares

   8.21% of the 13F portfolio, value $30,059,282.

   13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 171,564 shares

   Change vs previous 13F +9,660 shares

   12.07% of the 13F portfolio, value $46,641,358.

   13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 161,904 shares

   Change vs previous 13F -422 shares

   10.75% of the 13F portfolio, value $41,225,676.

   13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 162,326 shares

   Change vs previous 13F -4,806 shares

   10.09% of the 13F portfolio, value $33,304,487.

   13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 167,132 shares

   Change vs previous 13F -7,520 shares

   13.09% of the 13F portfolio, value $37,125,069.

   13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 174,652 shares

   Change vs previous 13F +2,961 shares

   14.74% of the 13F portfolio, value $43,736,375.

   13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 171,691 shares

   Change vs previous 13F not available

   13.4% of the 13F portfolio, value $40,003,990.

   13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).