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TriaGen Wealth Management LLC: ESGD position timeline

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

TriaGen Wealth Management LLC held 24,502 ESGD 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 24,502 shares
    Change vs previous 13F -166 shares

    0.63% of the 13F portfolio, value $2,519,051.

    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 24,668 shares
    Change vs previous 13F -396 shares

    0.64% of the 13F portfolio, value $2,358,754.

    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 25,064 shares
    Change vs previous 13F +16 shares

    0.62% of the 13F portfolio, value $2,383,336.

    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 25,048 shares
    Change vs previous 13F -32 shares

    0.61% of the 13F portfolio, value $2,328,963.

    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 25,080 shares
    Change vs previous 13F -185 shares

    0.68% of the 13F portfolio, value $2,237,638.

    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 25,265 shares
    Change vs previous 13F -85 shares

    0.73% of the 13F portfolio, value $2,063,898.

    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 25,350 shares
    Change vs previous 13F -120 shares

    0.65% of the 13F portfolio, value $1,930,149.

    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 25,470 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,143,810.

    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).