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TriaGen Wealth Management LLC: PG position timeline

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

TriaGen Wealth Management LLC held 5,521 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,521 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $802,091.

    13F-HR 0001172661-26-004518 filed by TriaGen Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,521 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $809,599.

    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).

  3. period ended2026-03-31
    13F 5,521 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $797,453.

    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).

  4. period ended2025-12-31
    13F 5,521 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $791,215.

    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).

  5. period ended2025-09-30
    13F 5,521 shares
    Change vs previous 13F -50 shares

    0.22% of the 13F portfolio, value $848,302.

    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).

  6. period ended2025-06-30
    13F 5,571 shares
    Change vs previous 13F +690 shares

    0.27% of the 13F portfolio, value $887,572.

    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).

  7. period ended2025-03-31
    13F 4,881 shares
    Change vs previous 13F -76 shares

    0.29% of the 13F portfolio, value $831,820.

    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).

  8. period ended2024-12-31
    13F 4,957 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $831,041.

    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).