TriaGen Wealth Management LLC: COM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TriaGen Wealth Management LLC on COM, newest first. How the timeline and the estimate are built.
TriaGen Wealth Management LLC held 0 COM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -115,648 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 115,648 sharesChange vs previous 13F +115,648 shares
1.06% of the 13F portfolio, value $3,882,303.
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 ended2025-09-3013F 0 sharesChange vs previous 13F -147,146 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 147,146 sharesChange vs previous 13F +40 shares
1.23% of the 13F portfolio, value $4,070,058.
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 147,106 sharesChange vs previous 13F not available
1.52% of the 13F portfolio, value $4,316,090.
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).