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TriaGen Wealth Management’s Alcoa AA Stock Holding History

TriaGen Wealth Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,782
Closed -$980K – 186
2026
Q1 		$980K Buy
+14,782
New +$907K 0.27% 82
2022
Q2 		– Sell
-5,624
Closed -$506K – 152
2022
Q1 		$506K Sell
5,624
-23,629
-81% -$1.72M 0.26% 95
2021
Q4 		$1.74M Buy
+29,253
New +$1.47M 0.86% 41

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TriaGen Wealth Management's AA Position: Q2 2026 in Review

TriaGen Wealth Management sold out of Alcoa (AA) in Q2 2026, closing a stake of 14,782 shares — an estimated $980K sold.

TriaGen Wealth Management first reported a position in AA in Q4 2021 and held it in 3 quarters. The position peaked at $1.74M in Q4 2021. 713 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • TriaGen Wealth Management reported no remaining Alcoa position as of Q2 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 14,782 Alcoa shares in Q2 2026, an estimated $980K.
  • TriaGen Wealth Management first reported a position in Alcoa in Q4 2021 and held it in 3 quarters.
  • TriaGen Wealth Management's Alcoa position peaked at $1.74M in Q4 2021.
  • 713 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.