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TriaGen Wealth Management LLC: TXG position timeline

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

TriaGen Wealth Management LLC held 28,859 TXG 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 28,859 shares
    Change vs previous 13F +4,853 shares

    0.63% of the 13F portfolio, value $2,607,722.

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

  2. period ended2026-06-30
    13F 24,006 shares
    Change vs previous 13F +256 shares

    0.23% of the 13F portfolio, value $920,390.

    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 23,750 shares
    Change vs previous 13F +546 shares

    0.14% of the 13F portfolio, value $504,213.

    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 23,204 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $378,457.

    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).