TriaGen Wealth Management LLC: ICE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TriaGen Wealth Management LLC on ICE, newest first. How the timeline and the estimate are built.
TriaGen Wealth Management LLC held 0 ICE shares at 2025-12-31 per its 13F-HR filed 2026-01-27.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,499 shares
13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,499 sharesChange vs previous 13F -156 shares
0.07% of the 13F portfolio, value $252,552.
13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,655 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $303,643.
13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,655 sharesChange vs previous 13F -16 shares
0.1% of the 13F portfolio, value $285,488.
13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,671 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $248,996.
13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).