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TriaGen Wealth Management’s Apple AAPL Stock Holding History

TriaGen Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$466K Buy
+1,400
New +$450K 0.11% 132

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TriaGen Wealth Management's AAPL Position: Q3 2026 in Review

TriaGen Wealth Management reduced its Apple (AAPL) stake by 5.9% in Q3 2026, selling an estimated $1.95M and leaving 97,387 shares worth $32.4M. The position accounts for 7.85% of the portfolio, ranked #1.

TriaGen Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. The position peaked at $46.6M in Q4 2025. 744 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • TriaGen Wealth Management held 97,387 shares of Apple worth $32.4M as of Q3 2026.
  • TriaGen Wealth Management sold 6,077 Apple shares in Q3 2026, an estimated $1.95M.
  • Apple made up 7.85% of TriaGen Wealth Management's portfolio in Q3 2026, its #1 holding.
  • TriaGen Wealth Management first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • TriaGen Wealth Management's Apple position peaked at $46.6M in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.