TriaGen Wealth Management LLC
All 13F Filings
- Location
- Calabasas, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 386,577
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 176 | 386,577 | 13F-HR | TriaGen Wealth Management LLC |
| Q3 2025 | 10/22/2025 | 183 | 383,349 | 13F-HR | TriaGen Wealth Management LLC |
| Q2 2025 | 7/23/2025 | 171 | 330,138 | 13F-HR | TriaGen Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 298.7 K | 77.3% | 0 | 12.92 K | -12.92 K |
| ETFs | 62.1 K | 16.1% | 1.839 K | 0 | 1.839 K |
| Debt | 24.89 K | 6.4% | 14.32 K | 0 | 14.32 K |
| Other | 881 | 0.2% | 0 | 19 | -19 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
386,577
Holdings
176
QoQ value change ($000)
3,228
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.