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TriaGen Wealth Management LLC: DGX position timeline

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

TriaGen Wealth Management LLC held 9,670 DGX 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 9,670 shares
    Change vs previous 13F -127 shares

    0.51% of the 13F portfolio, value $2,049,557.

    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 9,797 shares
    Change vs previous 13F -146 shares

    0.52% of the 13F portfolio, value $1,920,016.

    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 9,943 shares
    Change vs previous 13F -64 shares

    0.45% of the 13F portfolio, value $1,725,409.

    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 10,007 shares
    Change vs previous 13F -112 shares

    0.5% of the 13F portfolio, value $1,907,134.

    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 10,119 shares
    Change vs previous 13F -484 shares

    0.55% of the 13F portfolio, value $1,817,676.

    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 10,603 shares
    Change vs previous 13F -91 shares

    0.63% of the 13F portfolio, value $1,794,028.

    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 10,694 shares
    Change vs previous 13F -7 shares

    0.54% of the 13F portfolio, value $1,613,297.

    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 10,701 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,661,330.

    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).