TriaGen Wealth Management LLC
All 13F Filings
- Location
- Calabasas, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 413,075
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 189 | 413,075 | 13F-HR | TriaGen Wealth Management LLC |
| 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):
1.78 K
(0.4% of total reported value)
· QoQ Δ:
+525
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 207.1 K | 50.4% | 12.51 K | 0 | 12.51 K |
| ETFs | 185.1 K | 45.0% | 0 | 530 | -530 |
| Debt | 19.02 K | 4.6% | 743 | 0 | 743 |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
413,075
Holdings
189
QoQ value change ($000)
13,247
(3.3%)
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.