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TriaGen Wealth Management LLC: VO position timeline

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

TriaGen Wealth Management LLC held 216,882 VO 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 216,882 shares
    Change vs previous 13F +163,229 shares

    4.38% of the 13F portfolio, value $17,474,183.

    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 53,653 shares
    Change vs previous 13F +768 shares

    4.21% of the 13F portfolio, value $15,408,069.

    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 52,885 shares
    Change vs previous 13F +1,393 shares

    3.97% of the 13F portfolio, value $15,348,285.

    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 51,492 shares
    Change vs previous 13F +1,588 shares

    3.95% of the 13F portfolio, value $15,125,260.

    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 49,904 shares
    Change vs previous 13F +3,567 shares

    4.23% of the 13F portfolio, value $13,964,636.

    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 46,337 shares
    Change vs previous 13F -464 shares

    4.23% of the 13F portfolio, value $11,983,675.

    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 46,801 shares
    Change vs previous 13F +339 shares

    4.17% of the 13F portfolio, value $12,361,548.

    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 46,462 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $12,258,069.

    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).