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Disclosery

TriaGen Wealth Management LLC: FXR position timeline

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

TriaGen Wealth Management LLC held 0 FXR shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -11,366 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 11,366 shares
    Change vs previous 13F -18,247 shares

    0.23% of the 13F portfolio, value $907,802.

    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).

  3. period ended2025-09-30
    13F 29,613 shares
    Change vs previous 13F -567 shares

    0.6% of the 13F portfolio, value $2,311,591.

    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).

  4. period ended2025-06-30
    13F 30,180 shares
    Change vs previous 13F +13,921 shares

    0.68% of the 13F portfolio, value $2,239,960.

    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).

  5. period ended2025-03-31
    13F 16,259 shares
    Change vs previous 13F -18,130 shares

    0.4% of the 13F portfolio, value $1,132,277.

    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).

  6. period ended2024-12-31
    13F 34,389 shares
    Change vs previous 13F -1,641 shares

    0.87% of the 13F portfolio, value $2,572,641.

    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).

  7. period ended2024-09-30
    13F 36,030 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,729,633.

    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).