TriaGen Wealth Management’s Allstate ALL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$478K	Buy	2,011 +18	+0.9%	+$3.91K	0.12%	129
2026 Q1	$413K	Hold	1,993	–	–	0.11%	129
2025 Q4	$415K	Buy	1,993 +7	+0.4%	+$1.43K	0.11%	128
2025 Q3	$426K	Hold	1,986	–	–	0.11%	132
2025 Q2	$400K	Hold	1,986	–	–	0.12%	127
2025 Q1	$411K	Hold	1,986	–	–	0.15%	118
2024 Q4	$383K	Hold	1,986	–	–	0.13%	121
2024 Q3	$377K	Hold	1,986	–	–	0.13%	124
2024 Q2	$317K	Buy	1,986 +56	+3%	+$9.34K	0.12%	132
2024 Q1	$334K	Hold	1,930	–	–	0.14%	123
2023 Q4	$270K	Buy	+1,930	New	+$252K	0.13%	131
2023 Q1	–	Sell	-1,657	Closed	-$225K	–	160
2022 Q4	$225K	Buy	1,657 +12	+0.7%	+$1.57K	0.12%	156
2022 Q3	$205K	Hold	1,645	–	–	0.11%	155
2022 Q2	$208K	Sell	1,645 -14,021	-89%	-$1.84M	0.15%	142
2022 Q1	$2.17M	Buy	+15,666	New	+$1.97M	1.13%	19
2021 Q4	–	Sell	-1,645	Closed	-$209K	–	183
2021 Q3	$209K	Hold	1,645	–	–	0.11%	173
2021 Q2	$214K	Buy	+1,645	New	+$213K	0.11%	172
2021 Q1	–	Sell	-2,060	Closed	-$226K	–	165
2020 Q4	$226K	Buy	+2,060	New	+$202K	0.13%	157

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

TriaGen Wealth Management increased its Allstate (ALL) stake by 0.9% in Q2 2026, buying an estimated $3.91K and bringing the position to 2,011 shares worth $478K. The position accounts for 0.12% of the portfolio, ranked #129.

TriaGen Wealth Management first reported a position in ALL in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.17M in Q1 2022. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

TriaGen Wealth Management held 2,011 shares of Allstate worth $478K as of Q2 2026.
TriaGen Wealth Management bought 18 Allstate shares in Q2 2026, an estimated $3.91K.
Allstate made up 0.12% of TriaGen Wealth Management's portfolio in Q2 2026, its #129 holding.
TriaGen Wealth Management first reported a position in Allstate in Q4 2020 and has held it in 18 quarters since.
TriaGen Wealth Management's Allstate position peaked at $2.17M in Q1 2022.
1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

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