| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q2 2024 | 7.1% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.6% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 3.7% |
| VANGUARD WORLD FD | 15 | Q2 2024 | 3.4% |
| ISHARES TR | 15 | Q2 2024 | 3.0% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 2.8% |
| NVIDIA CORPORATION | 15 | Q2 2024 | 4.6% |
| TESLA INC | 15 | Q2 2024 | 2.6% |
| J P MORGAN EXCHANGE-TRADED F | 15 | Q2 2024 | 3.3% |
| ISHARES TR | 15 | Q2 2024 | 1.7% |
View TriaGen Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-29 |
View TriaGen Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.