TriaGen Wealth Management LLC: TT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TriaGen Wealth Management LLC on TT, newest first. How the timeline and the estimate are built.
TriaGen Wealth Management LLC held 4,647 TT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 4,647 sharesChange vs previous 13F +4,647 shares
0.57% of the 13F portfolio, value $2,282,421.
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 ended2025-06-3013F 0 sharesChange vs previous 13F -607 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 607 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $204,510.
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 607 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $224,195.
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 607 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $235,959.
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).