TriaGen Wealth Management LLC: DGRO position timeline

TriaGen Wealth Management LLC held 176,378 DGRO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 176,378 shares

   Change vs previous 13F +3,523 shares

   3.23% of the 13F portfolio, value $13,297,164.

   13F-HR 0001172661-26-004518 filed by TriaGen Wealth Management LLC
   Accepted 2026-10-14 15:00:37 UTC, ingested 2026-10-14 15:01:28 UTC

2. period ended2026-06-30

   13F 172,855 shares

   Change vs previous 13F +4,853 shares

   3.29% of the 13F portfolio, value $13,100,666.

   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).

3. period ended2026-03-31

   13F 168,002 shares

   Change vs previous 13F +5,708 shares

   3.22% of the 13F portfolio, value $11,790,398.

   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).

4. period ended2025-12-31

   13F 162,294 shares

   Change vs previous 13F +7,384 shares

   2.91% of the 13F portfolio, value $11,266,467.

   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).

5. period ended2025-09-30

   13F 154,910 shares

   Change vs previous 13F +12,428 shares

   2.75% of the 13F portfolio, value $10,546,287.

   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).

6. period ended2025-06-30

   13F 142,482 shares

   Change vs previous 13F +7,150 shares

   2.76% of the 13F portfolio, value $9,110,325.

   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).

7. period ended2025-03-31

   13F 135,332 shares

   Change vs previous 13F +1,106 shares

   2.95% of the 13F portfolio, value $8,360,810.

   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).

8. period ended2024-12-31

   13F 134,226 shares

   Change vs previous 13F not available

   2.77% of the 13F portfolio, value $8,233,406.

   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).