TriaGen Wealth Management LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TriaGen Wealth Management LLC on CEG, newest first. How the timeline and the estimate are built.
TriaGen Wealth Management LLC held 1,106 CEG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 1,106 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $274,697.
13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,106 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $308,851.
13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,106 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $390,717.
13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,106 sharesChange vs previous 13F -30 shares
0.09% of the 13F portfolio, value $363,951.
13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,136 sharesChange vs previous 13F +11 shares
0.11% of the 13F portfolio, value $366,655.
13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,125 sharesChange vs previous 13F -154 shares
0.08% of the 13F portfolio, value $226,834.
13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,279 sharesChange vs previous 13F -78 shares
0.1% of the 13F portfolio, value $286,125.
13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,357 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $352,847.
13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).