Holdings
TriaGen Wealth Management LLC
As of Sep 30, 2026, TriaGen Wealth Management LLC reported 123 positions worth US$196M. Largest: Apple Inc, Nvidia Corporation and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 97,387 | US$32.4M | −6,077 | Sep 30, 2026 |
| Nvidia Corporation | 66,063 | US$15.1M | +16,466 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 15,093 | US$4.99M | −26 | Sep 30, 2026 |
| Chevron Corporation | 21,299 | US$4.35M | −81 | Sep 30, 2026 |
| Mastercard Incorporated | 7,865 | US$4.34M | +2,226 | Sep 30, 2026 |
| Ovintiv Inc. (de) | 69,078 | US$3.99M | new | Sep 30, 2026 |
| Devon Energy Corporation | 86,200 | US$3.97M | new | Sep 30, 2026 |
| Walt Disney Company (the) | 35,835 | US$3.76M | +901 | Sep 30, 2026 |
| Costco Wholesale Corporation | 3,909 | US$3.56M | −20 | Sep 30, 2026 |
| Abbvie Inc. | 12,463 | US$3.26M | −35 | Sep 30, 2026 |