TriaGen Wealth Management’s Agilon Health AGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,759	Closed	-$190K	–	172
2025 Q1	$190K	Buy	+1,759	New	+$153K	0.07%	159
2023 Q2	–	Sell	-414	Closed	-$246K	–	166
2023 Q1	$246K	Buy	+414	New	+$232K	0.12%	141
2022 Q4	–	Sell	-505	Closed	-$296K	–	165
2022 Q3	$296K	Buy	+505	New	+$302K	0.16%	123

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

TriaGen Wealth Management's AGL Position: Q2 2025 in Review

TriaGen Wealth Management sold out of Agilon Health (AGL) in Q2 2025, closing a stake of 1,759 shares — an estimated $190K sold.

TriaGen Wealth Management first reported a position in AGL in Q3 2022 and held it in 3 quarters. The position peaked at $296K in Q3 2022. 205 funds tracked by Wall St. Rank hold AGL as of Q2 2025.

TriaGen Wealth Management reported no remaining Agilon Health position as of Q2 2025 after selling out during the quarter.
TriaGen Wealth Management sold 1,759 Agilon Health shares in Q2 2025, an estimated $190K.
TriaGen Wealth Management first reported a position in Agilon Health in Q3 2022 and held it in 3 quarters.
TriaGen Wealth Management's Agilon Health position peaked at $296K in Q3 2022.
205 funds tracked by Wall St. Rank held Agilon Health as of Q2 2025.

Based on TriaGen Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.