TriaGen Wealth Management LLC
All 13F Filings
- Location
- Calabasas, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 399,828
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 185 | 399,828 | 13F-HR | TriaGen Wealth Management LLC |
| 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)
Derivatives reported exposure ($000):
1.255 K
(0.3% of total reported value)
· QoQ Δ:
+1.255 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 194.6 K | 48.8% | 28.45 K | 0 | 28.45 K |
| ETFs | 185.7 K | 46.6% | 20.56 K | 0 | 20.56 K |
| Debt | 18.28 K | 4.6% | 0 | 16.49 K | -16.49 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
399,828
Holdings
185
QoQ value change ($000)
33,780
(9.2%)
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.