TriaGen Wealth Management LLC

13F filer · CIK 0001843848

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$400MU.S. long equity reported on 13F

Positions13634 new · 22 closed

Net flow last quarter+$388KBuys minus sells

Top 10 positions weight18.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026136 positions
AAPLApple Inc.	$29.9M	7.49%	0.00%	-12.7%	Q4 2020
NVDANvidia Corp	$9.92M	2.48%	0.00%	+23.4%	Q4 2020
IAUIshares Gold Trust	$6.73M	1.68%	0.01%	+1.3%	Q1 2022
JPMJPMorgan Chase & Co	$4.95M	1.24%	0.00%	+87.0%	Q4 2020
VVisa Inc.	$4.36M	1.09%	0.00%	+111.8%	Q2 2023
COSTCostco Wholesale Corp	$3.68M	0.92%	0.00%	-35.2%	Q4 2020
CVXChevron Corp	$3.54M	0.89%	0.00%	-0.1%	Q4 2020
LITELumentum Holdings Inc.	$3.41M	0.85%	0.00%	-0.7%	Q3 2025
DISWalt Disney Co	$3.36M	0.84%	0.00%	+4.3%	Q4 2020
MUMicron Technology Inc	$3.27M	0.82%	0.00%	-54.1%	Q2 2021
ABBVAbbVie Inc.	$3.15M	0.79%	0.00%	+300.6%	Q4 2020
MAMastercard Inc	$2.9M	0.72%	0.00%	-0.2%	Q2 2021
EAElectronic Arts Inc.	$2.77M	0.69%	Not reported	-0.1%	Q4 2022
WDCWestern Digital Corp	$2.67M	0.67%	0.00%	-24.5%	Q4 2025
NBIXNeurocrine Biosciences Inc	$2.66M	0.66%	0.02%	New	Q2 2026
STLDSteel Dynamics Inc	$2.59M	0.65%	0.01%	-0.2%	Q2 2021
MSMorgan Stanley	$2.57M	0.64%	0.00%	+133.3%	Q4 2020
VTRSViatris Inc	$2.51M	0.63%	0.01%	New	Q2 2026
INTCIntel Corp	$2.42M	0.61%	0.00%	+159.4%	Q4 2020
ABNBAirbnb, Inc.	$2.4M	0.60%	Not reported	-1.6%	Q1 2022
FITBFifth Third Bancorp	$2.39M	0.60%	0.00%	New	Q2 2026
XELXcel Energy Inc	$2.36M	0.59%	0.00%	-0.2%	Q2 2025
NEENextera Energy Inc	$2.33M	0.58%	0.00%	-3.9%	Q4 2020
EWEdwards Lifesciences Corp	$2.32M	0.58%	0.00%	-49.0%	Q4 2025
TTTrane Technologies plc	$2.28M	0.57%	0.00%	Not reported	Q1 2023
METMetlife Inc	$2.26M	0.57%	0.00%	New	Q2 2026
MSFTMicrosoft Corp	$2.16M	0.54%	0.00%	-4.5%	Q4 2020
CSCOCisco Systems, Inc.	$2.09M	0.52%	0.00%	+211.7%	Q4 2020
DGXQuest Diagnostics Inc	$2.05M	0.51%	0.01%	-1.3%	Q2 2022
USRTEnigma-Bulwark, Ltd.	$1.96M	0.49%	Not reported	+5.8%	Q1 2026
AMZNAmazon Com Inc	$1.95M	0.49%	0.00%	-10.9%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.89M	0.47%	Not reported	+8.2%	Q4 2020
TPLTexas Pacific Land Corp	$1.87M	0.47%	0.01%	-26.5%	Q2 2022
GOOGLAlphabet Inc.	$1.8M	0.45%	0.00%	-2.6%	Q4 2020
GOOGAlphabet Inc.	$1.76M	0.44%	Not reported	+2.1%	Q4 2020
TSLATesla, Inc.	$1.72M	0.43%	0.00%	Not reported	Q4 2020
WALWestern Alliance Bancorporation	$1.65M	0.41%	0.02%	Not reported	Q3 2024
CALIChina Auto Logistics Inc	$1.57M	0.39%	Not reported	+35.2%	Q1 2024
CVECenovus Energy Inc.	$1.55M	0.39%	0.00%	Not reported	Q1 2022
NUENucor Corp	$1.53M	0.38%	0.00%	Not reported	Q1 2021
ALGMAllegro Microsystems, Inc.	$1.47M	0.37%	0.01%	Not reported	Q1 2023
IBKRInteractive Brokers Group, Inc.	$1.44M	0.36%	0.01%	Not reported	Q4 2022
TAt&T Inc.	$1.42M	0.36%	0.00%	+2.9%	Q4 2020
KGCKinross Gold Corp	$1.41M	0.35%	0.01%	New	Q2 2026
ROSTRoss Stores, Inc.	$1.39M	0.35%	0.00%	New	Q2 2026
ECHOEchoStar CORP	$1.39M	0.35%	0.03%	New	Q2 2026
XOMExxonMobil Holdings Corp	$1.38M	0.34%	0.00%	0.0%	Q4 2020
ALBAlbemarle Corp	$1.3M	0.32%	0.01%	+630.6%	Q2 2022
WOLFWolfspeed, Inc.	$1.21M	0.30%	0.05%	Not reported	Q3 2022
AKAMAkamai Technologies Inc	$1.21M	0.30%	0.01%	Not reported	Q2 2023

Q1 2026Reported Apr 29, 2026124 positions
AAPLApple Inc.	$30.1M	8.21%	0.00%	-31.0%	Q4 2020
IAUIshares Gold Trust	$7.76M	2.12%	0.01%	-1.1%	Q1 2022
NVDANvidia Corp	$7.01M	1.91%	0.00%	-7.6%	Q4 2020
COSTCostco Wholesale Corp	$6.04M	1.65%	0.00%	+34.1%	Q4 2020
CVXChevron Corp	$4.43M	1.21%	0.00%	-33.2%	Q4 2020
EWEdwards Lifesciences Corp	$4.03M	1.10%	0.01%	-5.8%	Q4 2025
DISWalt Disney Co	$3.23M	0.88%	0.00%	+2.7%	Q4 2020
MAMastercard Inc	$2.82M	0.77%	0.00%	-4.6%	Q2 2021
LITELumentum Holdings Inc.	$2.82M	0.77%	0.01%	+1.2%	Q3 2025
MCKMckesson Corp	$2.78M	0.76%	0.00%	-6.2%	Q4 2022
EAElectronic Arts Inc.	$2.76M	0.75%	Not reported	-5.8%	Q4 2022
TPLTexas Pacific Land Corp	$2.75M	0.75%	0.01%	+36.0%	Q2 2022
NEENextera Energy Inc	$2.56M	0.70%	0.00%	+428.1%	Q4 2020
CORCencora, Inc.	$2.5M	0.68%	0.00%	-5.2%	Q4 2020
CNQCANADIAN NATURAL RESOURCES Ltd	$2.45M	0.67%	0.00%	-52.9%	Q4 2025
MCDMcdonalds Corp	$2.44M	0.67%	0.00%	-45.3%	Q4 2020
MRVLMarvell Technology, Inc.	$2.42M	0.66%	0.00%	-2.0%	Q1 2022
JPMJPMorgan Chase & Co	$2.38M	0.65%	0.00%	-2.6%	Q4 2020
CMECme Group Inc.	$2.36M	0.65%	0.00%	-6.4%	Q1 2021
XELXcel Energy Inc	$2.34M	0.64%	0.00%	-5.8%	Q2 2025
MSFTMicrosoft Corp	$2.24M	0.61%	0.00%	-6.1%	Q4 2020
ABNBAirbnb, Inc.	$2.16M	0.59%	Not reported	-10.1%	Q1 2022
MUMicron Technology Inc	$2.08M	0.57%	0.00%	+101.8%	Q2 2021
STLDSteel Dynamics Inc	$2.03M	0.56%	0.01%	-6.0%	Q2 2021
TAt&T Inc.	$1.94M	0.53%	0.00%	+3.8%	Q4 2020
DGXQuest Diagnostics Inc	$1.92M	0.52%	0.01%	-1.5%	Q2 2022
AMZNAmazon Com Inc	$1.92M	0.52%	0.00%	-7.2%	Q4 2020
VVisa Inc.	$1.81M	0.49%	0.00%	-2.1%	Q2 2023
XOMExxonMobil Holdings Corp	$1.71M	0.47%	0.00%	+1.1%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.68M	0.46%	Not reported	Not reported	Q4 2020
USRTEnigma-Bulwark, Ltd.	$1.65M	0.45%	Not reported	New	Q1 2026
CIENCiena Corp	$1.54M	0.42%	0.00%	+1.5%	Q4 2021
TSLATesla, Inc.	$1.52M	0.42%	0.00%	-12.7%	Q4 2020
WDCWestern Digital Corp	$1.5M	0.41%	0.00%	+0.5%	Q4 2025
GOOGLAlphabet Inc.	$1.49M	0.41%	0.00%	-1.1%	Q4 2020
GILDGilead Sciences, Inc.	$1.46M	0.40%	0.00%	-8.7%	Q4 2020
CELHCelsius Holdings, Inc.	$1.44M	0.39%	0.02%	Not reported	Q4 2022
GOOGAlphabet Inc.	$1.4M	0.38%	Not reported	+20.0%	Q4 2020
NKENIKE, Inc.	$1.39M	0.38%	0.00%	Not reported	Q4 2020
HCAHCA Healthcare, Inc.	$1.3M	0.35%	0.00%	Not reported	Q3 2021
LRCXLam Research Corp	$1.28M	0.35%	0.00%	Not reported	Q1 2024
SNDKSandisk Corp	$1.21M	0.33%	0.00%	New	Q1 2026
RTXRTX Corp	$1.16M	0.32%	0.00%	-2.6%	Q4 2020
CALIChina Auto Logistics Inc	$1.16M	0.32%	Not reported	+51.3%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$1.12M	0.31%	Not reported	+251.4%	Q4 2020
SHWSherwin Williams Co	$1.09M	0.30%	0.00%	Not reported	Q4 2020
JNJJohnson & Johnson	$1.01M	0.28%	0.00%	Not reported	Q4 2020
WBDWarner Bros. Discovery, Inc.	$1.01M	0.28%	0.00%	-1.9%	Q1 2023
AVGOBroadcom Inc.	$998K	0.27%	0.00%	Not reported	Q2 2021
AAAlcoa Corp	$980K	0.27%	0.01%	Not reported	Q4 2021

Q4 2025Reported Jan 27, 2026130 positions
AAPLApple Inc.	$46.6M	12.07%	0.00%	+6.0%	Q4 2020
NVDANvidia Corp	$8.11M	2.10%	0.00%	-3.6%	Q4 2020
IAUIshares Gold Trust	$7.22M	1.87%	0.01%	+0.9%	Q1 2022
CVXChevron Corp	$4.88M	1.26%	0.00%	-3.0%	Q4 2020
EWEdwards Lifesciences Corp	$4.55M	1.18%	0.01%	New	Q4 2025
MCDMcdonalds Corp	$4.39M	1.13%	0.00%	-0.5%	Q4 2020
PLTRPalantir Technologies Inc.	$4.01M	1.04%	0.00%	+126.4%	Q2 2023
COSTCostco Wholesale Corp	$3.9M	1.01%	0.00%	-2.5%	Q4 2020
DISWalt Disney Co	$3.71M	0.96%	0.00%	-2.2%	Q4 2020
CNQCANADIAN NATURAL RESOURCES Ltd	$3.62M	0.94%	0.01%	New	Q4 2025
MAMastercard Inc	$3.38M	0.87%	0.00%	-0.5%	Q2 2021
DPZDominos Pizza Inc	$3.18M	0.82%	0.02%	-11.1%	Q2 2025
MSFTMicrosoft Corp	$3.12M	0.81%	0.00%	+0.6%	Q4 2020
EAElectronic Arts Inc.	$2.94M	0.76%	Not reported	-0.3%	Q4 2022
CORCencora, Inc.	$2.83M	0.73%	0.00%	-0.6%	Q4 2020
MCKMckesson Corp	$2.81M	0.73%	0.00%	-0.6%	Q4 2022
JPMJPMorgan Chase & Co	$2.68M	0.69%	0.00%	+8.1%	Q4 2020
ABNBAirbnb, Inc.	$2.58M	0.67%	Not reported	-1.9%	Q1 2022
CBRECbre Group, Inc.	$2.53M	0.65%	0.01%	-0.4%	Q2 2025
MDTMedtronic plc	$2.42M	0.63%	0.00%	Not reported	Q4 2020
TTWOTake Two Interactive Software Inc	$2.38M	0.62%	0.01%	-50.0%	Q4 2020
CMECme Group Inc.	$2.33M	0.60%	0.00%	-0.1%	Q1 2021
XELXcel Energy Inc	$2.31M	0.60%	0.01%	-0.3%	Q2 2025
AMZNAmazon Com Inc	$2.29M	0.59%	0.00%	-14.8%	Q4 2020
APPAppLovin Corp	$2.27M	0.59%	0.00%	New	Q4 2025
BSXBoston Scientific Corp	$2.25M	0.58%	0.00%	-0.5%	Q3 2021
VVisa Inc.	$2.15M	0.56%	0.00%	-0.4%	Q2 2023
MRVLMarvell Technology, Inc.	$2.12M	0.55%	0.00%	Not reported	Q1 2022
TSLATesla, Inc.	$2.11M	0.55%	0.00%	-3.4%	Q4 2020
IBKRInteractive Brokers Group, Inc.	$2.05M	0.53%	0.01%	Not reported	Q4 2022
STLDSteel Dynamics Inc	$2.04M	0.53%	0.01%	Not reported	Q2 2021
BRK.BBerkshire Hathaway Inc	$1.76M	0.45%	Not reported	-10.5%	Q4 2020
DGXQuest Diagnostics Inc	$1.73M	0.45%	0.01%	-0.6%	Q2 2022
GEGeneral Electric Co	$1.71M	0.44%	0.00%	-1.0%	Q3 2021
NKENIKE, Inc.	$1.67M	0.43%	0.00%	-16.5%	Q4 2020
GOOGLAlphabet Inc.	$1.64M	0.42%	0.00%	-1.5%	Q4 2020
SHOPShopify Inc.	$1.62M	0.42%	0.00%	-41.6%	Q3 2025
TAt&T Inc.	$1.6M	0.41%	0.00%	-16.7%	Q4 2020
SLQTSelectQuote, Inc.	$1.49M	0.38%	0.60%	Not reported	Q2 2022
LITELumentum Holdings Inc.	$1.46M	0.38%	0.01%	+139.2%	Q3 2025
GILDGilead Sciences, Inc.	$1.4M	0.36%	0.00%	-0.4%	Q4 2020
MKCMccormick & Co Inc	$1.29M	0.33%	Not reported	-17.4%	Q1 2025
GOOGAlphabet Inc.	$1.27M	0.33%	Not reported	+0.4%	Q4 2020
TPLTexas Pacific Land Corp	$1.22M	0.32%	0.01%	Not reported	Q2 2022
XOMExxonMobil Holdings Corp	$1.2M	0.31%	0.00%	-6.1%	Q4 2020
NEMNEWMONT Corp	$1.16M	0.30%	0.00%	-0.1%	Q1 2025
RTXRTX Corp	$1.13M	0.29%	0.00%	Not reported	Q4 2020
AVGOBroadcom Inc.	$1.12M	0.29%	0.00%	-65.2%	Q2 2021
SHWSherwin Williams Co	$1.11M	0.29%	0.00%	Not reported	Q4 2020
WBDWarner Bros. Discovery, Inc.	$1.08M	0.28%	0.00%	+64.7%	Q1 2023

Q3 2025Reported Oct 22, 2025138 positions
AAPLApple Inc.	$41.2M	10.75%	0.00%	-0.3%	Q4 2020
NVDANvidia Corp	$8.41M	2.19%	0.00%	-9.7%	Q4 2020
IAUIshares Gold Trust	$6.42M	1.67%	0.01%	+6.8%	Q1 2022
CVXChevron Corp	$5.12M	1.34%	0.00%	+165.7%	Q4 2020
TTWOTake Two Interactive Software Inc	$4.8M	1.25%	0.01%	+0.3%	Q4 2020
MCDMcdonalds Corp	$4.38M	1.14%	0.00%	-1.2%	Q4 2020
LNGCheniere Energy, Inc.	$4.33M	1.13%	0.01%	-0.9%	Q1 2025
COSTCostco Wholesale Corp	$4.29M	1.12%	0.00%	-0.5%	Q4 2020
CTVACorteva, Inc.	$4.28M	1.12%	0.01%	New	Q3 2025
DISWalt Disney Co	$3.82M	1.00%	0.00%	+11.5%	Q4 2020
DPZDominos Pizza Inc	$3.7M	0.97%	0.03%	-3.6%	Q2 2025
MAMastercard Inc	$3.39M	0.88%	0.00%	+39.9%	Q2 2021
MSFTMicrosoft Corp	$3.32M	0.87%	0.00%	-1.1%	Q4 2020
NFLXNetflix Inc	$3.24M	0.84%	0.00%	-0.8%	Q4 2020
AVGOBroadcom Inc.	$3.06M	0.80%	0.00%	+213.0%	Q2 2021
ZSZscaler, Inc.	$3.03M	0.79%	0.01%	-0.7%	Q4 2020
EAElectronic Arts Inc.	$2.91M	0.76%	Not reported	-50.4%	Q4 2022
EBAYEbay Inc	$2.89M	0.75%	0.01%	-0.7%	Q2 2025
COFCapital One Financial Corp	$2.74M	0.72%	0.00%	+381.0%	Q2 2025
MCKMckesson Corp	$2.66M	0.70%	0.00%	-0.8%	Q4 2022
CORCencora, Inc.	$2.63M	0.69%	0.00%	-0.6%	Q4 2020
SHOPShopify Inc.	$2.56M	0.67%	0.00%	New	Q3 2025
AMZNAmazon Com Inc	$2.55M	0.67%	0.00%	+38.4%	Q4 2020
XELXcel Energy Inc	$2.53M	0.66%	0.01%	-49.8%	Q2 2025
METAMeta Platforms, Inc.	$2.51M	0.65%	Not reported	+532.4%	Q1 2024
CBRECbre Group, Inc.	$2.49M	0.65%	0.01%	-50.4%	Q2 2025
JPMJPMorgan Chase & Co	$2.42M	0.63%	0.00%	-0.5%	Q4 2020
ABNBAirbnb, Inc.	$2.35M	0.61%	Not reported	+10.6%	Q1 2022
BSXBoston Scientific Corp	$2.32M	0.60%	0.00%	-0.2%	Q3 2021
CMECme Group Inc.	$2.31M	0.60%	0.00%	-0.8%	Q1 2021
FASTFastenal Co	$2.31M	0.60%	0.00%	-0.7%	Q2 2023
WMTWalmart Inc.	$2.3M	0.60%	0.00%	-4.9%	Q2 2021
NKENIKE, Inc.	$2.19M	0.57%	0.00%	+809.7%	Q4 2020
IBKRInteractive Brokers Group, Inc.	$2.19M	0.57%	0.01%	Not reported	Q4 2022
TAt&T Inc.	$2.18M	0.57%	0.00%	+921.4%	Q4 2020
TSLATesla, Inc.	$2.16M	0.56%	0.00%	-4.8%	Q4 2020
RMDResmed Inc	$2.12M	0.55%	0.01%	-50.3%	Q2 2025
VVisa Inc.	$2.1M	0.55%	0.00%	-1.1%	Q2 2023
SLQTSelectQuote, Inc.	$2.07M	0.54%	0.60%	Not reported	Q2 2022
EXELExelixis, Inc.	$2.02M	0.53%	0.02%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$1.96M	0.51%	Not reported	-21.8%	Q4 2020
DGXQuest Diagnostics Inc	$1.91M	0.50%	0.01%	-1.1%	Q2 2022
COINCoinbase Global, Inc.	$1.89M	0.49%	0.00%	+180.0%	Q2 2025
PLTRPalantir Technologies Inc.	$1.82M	0.47%	0.00%	0.0%	Q2 2023
GEGeneral Electric Co	$1.68M	0.44%	0.00%	+0.1%	Q3 2021
MKCMccormick & Co Inc	$1.54M	0.40%	Not reported	-5.0%	Q1 2025
TPLTexas Pacific Land Corp	$1.33M	0.35%	0.01%	Not reported	Q2 2022
GOOGLAlphabet Inc.	$1.29M	0.34%	0.00%	-1.9%	Q4 2020
GILDGilead Sciences, Inc.	$1.27M	0.33%	0.00%	Not reported	Q4 2020
HOODRobinhood Markets, Inc.	$1.26M	0.33%	0.00%	+4.0%	Q2 2025

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