TriaGen Wealth Management LLC
All 13F Filings
- Location
- Calabasas, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 366,048
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 171 | 366,048 | 13F-HR | TriaGen Wealth Management LLC |
| 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 | 166.2 K | 45.4% | 0 | 132.5 K | -132.5 K |
| ETFs | 165.1 K | 45.1% | 103 K | 0 | 103 K |
| Debt | 34.76 K | 9.5% | 9.867 K | 0 | 9.867 K |
| Other | 0 | 0.0% | 0 | 881 | -881 |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
366,048
Holdings
171
QoQ value change ($000)
-20,529
(-5.3%)
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.