TriaGen Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Calabasas, CA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
171
Total value ($000)
$366,048
Net value change ($000)
-20,529 (-5.3%)
New positions
24
Sold out positions
29
Turnover %
17.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FLOT 9,867 39.6%
COM 3,882 NEW
BIL 2,776 559.7%
COST 2,142 54.9%
NEE 2,141 511.0%
USRT 1,650 NEW
TPL 1,527 124.8%
CELH 1,444 NEW
LITE 1,358 93.1%
HCA 1,296 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -16,582 -35.6%
PLTR -4,010 -100.0%
DPZ -3,179 -100.0%
CBRE -2,529 -100.0%
MDT -2,419 -100.0%
TTWO -2,380 -100.0%
FXO -2,333 -100.0%
FDN -2,302 -100.0%
APP -2,267 -100.0%
FXU -2,255 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type