TriaGen Wealth Management’s Aflac AFL Stock Holding History

TriaGen Wealth Management’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$410K	Hold	3,735	–	–	0.11%	130
2025 Q4	$412K	Buy	3,735 +86	+2%	+$9.47K	0.11%	129
2025 Q3	$408K	Buy	3,649 +254	+7%	+$26.7K	0.11%	135
2025 Q2	$358K	Hold	3,395	–	–	0.11%	136
2025 Q1	$377K	Hold	3,395	–	–	0.13%	124
2024 Q4	$351K	Hold	3,395	–	–	0.12%	129
2024 Q3	$380K	Buy	3,395 +18	+0.5%	+$1.83K	0.13%	123
2024 Q2	$302K	Buy	3,377 +117	+4%	+$10.1K	0.12%	137
2024 Q1	$280K	Hold	3,260	–	–	0.12%	136
2023 Q4	$269K	Hold	3,260	–	–	0.13%	133
2023 Q3	$250K	Hold	3,260	–	–	0.13%	130
2023 Q2	$228K	Hold	3,260	–	–	0.1%	155
2023 Q1	$210K	Hold	3,260	–	–	0.11%	152
2022 Q4	$235K	Buy	+3,260	New	+$218K	0.13%	152
2022 Q2	–	Sell	-3,260	Closed	-$210K	–	157
2022 Q1	$210K	Buy	+3,260	New	+$204K	0.11%	159

Other funds holding AFL

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return