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TriaGen Wealth Management LLC: CALI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TriaGen Wealth Management LLC on CALI, newest first. How the timeline and the estimate are built.

TriaGen Wealth Management LLC held 31,020 CALI 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 31,020 shares
    Change vs previous 13F +8,071 shares

    0.39% of the 13F portfolio, value $1,567,608.

    13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 22,949 shares
    Change vs previous 13F +7,783 shares

    0.32% of the 13F portfolio, value $1,157,314.

    13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 15,166 shares
    Change vs previous 13F +2,060 shares

    0.2% of the 13F portfolio, value $765,277.

    13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,106 shares
    Change vs previous 13F +2,127 shares

    0.17% of the 13F portfolio, value $664,094.

    13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,979 shares
    Change vs previous 13F +25 shares

    0.17% of the 13F portfolio, value $553,894.

    13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,954 shares
    Change vs previous 13F -577 shares

    0.19% of the 13F portfolio, value $551,621.

    13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,531 shares
    Change vs previous 13F +231 shares

    0.19% of the 13F portfolio, value $578,416.

    13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,300 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $570,656.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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