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TriaGen Wealth Management LLC: FCAL position timeline

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

TriaGen Wealth Management LLC held 4,639 FCAL 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 4,639 shares
    Change vs previous 13F -620 shares

    0.06% of the 13F portfolio, value $230,337.

    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 5,259 shares
    Change vs previous 13F -264 shares

    0.07% of the 13F portfolio, value $257,113.

    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 5,523 shares
    Change vs previous 13F -213 shares

    0.07% of the 13F portfolio, value $272,323.

    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 5,736 shares
    Change vs previous 13F -886 shares

    0.07% of the 13F portfolio, value $279,745.

    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 6,622 shares
    Change vs previous 13F -3,261 shares

    0.1% of the 13F portfolio, value $317,657.

    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 9,883 shares
    Change vs previous 13F -1,044 shares

    0.17% of the 13F portfolio, value $479,721.

    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 10,927 shares
    Change vs previous 13F -1,057 shares

    0.18% of the 13F portfolio, value $539,466.

    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 11,984 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $601,357.

    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).