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TriaGen Wealth Management LLC: VCIT position timeline

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

TriaGen Wealth Management LLC held 29,501 VCIT 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 29,501 shares
    Change vs previous 13F -120 shares

    0.61% of the 13F portfolio, value $2,438,258.

    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 29,621 shares
    Change vs previous 13F +2,532 shares

    0.67% of the 13F portfolio, value $2,451,138.

    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 27,089 shares
    Change vs previous 13F +5 shares

    0.59% of the 13F portfolio, value $2,268,704.

    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 27,084 shares
    Change vs previous 13F +2,337 shares

    0.59% of the 13F portfolio, value $2,278,035.

    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).

  5. period ended2025-06-30
    13F 24,747 shares
    Change vs previous 13F +1,093 shares

    0.62% of the 13F portfolio, value $2,052,021.

    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).

  6. period ended2025-03-31
    13F 23,654 shares
    Change vs previous 13F +2,647 shares

    0.68% of the 13F portfolio, value $1,933,951.

    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).

  7. period ended2024-12-31
    13F 21,007 shares
    Change vs previous 13F +34 shares

    0.57% of the 13F portfolio, value $1,686,232.

    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).

  8. period ended2024-09-30
    13F 20,973 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,756,489.

    13F-HR 0001172661-24-004311 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).