Skip to content
Disclosery

TriaGen Wealth Management LLC: JPIB position timeline

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

TriaGen Wealth Management LLC held 34,436 JPIB 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 34,436 shares
    Change vs previous 13F -262 shares

    0.42% of the 13F portfolio, value $1,664,981.

    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 34,698 shares
    Change vs previous 13F +446 shares

    0.45% of the 13F portfolio, value $1,659,258.

    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 34,252 shares
    Change vs previous 13F +176 shares

    0.43% of the 13F portfolio, value $1,668,072.

    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 34,076 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,670,746.

    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).