TriaGen Wealth Management LLC: JPST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TriaGen Wealth Management LLC on JPST, newest first. How the timeline and the estimate are built.
TriaGen Wealth Management LLC held 24,003 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 24,003 sharesChange vs previous 13F -3,094 shares
0.3% of the 13F portfolio, value $1,213,832.
13F-HR 0001172661-26-002712 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 ended2026-03-3113F 27,097 sharesChange vs previous 13F -2,631 shares
0.37% of the 13F portfolio, value $1,371,379.
13F-HR 0001172661-26-001565 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 ended2025-12-3113F 29,728 sharesChange vs previous 13F -3,509 shares
0.39% of the 13F portfolio, value $1,503,940.
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).
- period ended2025-09-3013F 33,237 sharesChange vs previous 13F +253 shares
0.44% of the 13F portfolio, value $1,686,113.
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 32,984 sharesChange vs previous 13F +10,000 shares
0.51% of the 13F portfolio, value $1,671,629.
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 22,984 sharesChange vs previous 13F -1,584 shares
0.41% of the 13F portfolio, value $1,163,680.
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 24,568 sharesChange vs previous 13F -820 shares
0.42% of the 13F portfolio, value $1,237,490.
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).
- period ended2024-09-3013F 25,388 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $1,288,187.
13F-HR 0001172661-24-004311 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).