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TriaGen Wealth Management LLC: CTA position timeline

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

TriaGen Wealth Management LLC held 126,953 CTA 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 126,953 shares
    Change vs previous 13F +8,665 shares

    0.83% of the 13F portfolio, value $3,293,161.

    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 118,288 shares
    Change vs previous 13F +3,379 shares

    0.98% of the 13F portfolio, value $3,574,663.

    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 114,909 shares
    Change vs previous 13F +13,921 shares

    0.81% of the 13F portfolio, value $3,132,419.

    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 100,988 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,824,634.

    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).