TWM
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TriaGen Wealth Management’s Ametek AME Stock Holding History

TriaGen Wealth Management’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Hold
1,250
– – 0.08% 157
2026
Q1 		$268K Hold
1,250
– – 0.07% 155
2025
Q4 		$257K Hold
1,250
– – 0.07% 159
2025
Q3 		$235K Sell
1,250
-2
-0.2% -$368 0.06% 167
2025
Q2 		$227K Buy
+1,252
New +$215K 0.07% 161

Other funds holding AME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TriaGen Wealth Management held its Ametek (AME) position steady in Q2 2026 at 1,250 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #157.

TriaGen Wealth Management first reported a position in AME in Q2 2025 and has held it in 5 quarters since. 1,199 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • TriaGen Wealth Management held 1,250 shares of Ametek worth $302K as of Q2 2026.
  • TriaGen Wealth Management left its Ametek share count unchanged in Q2 2026.
  • Ametek made up 0.08% of TriaGen Wealth Management's portfolio in Q2 2026, its #157 holding.
  • TriaGen Wealth Management first reported a position in Ametek in Q2 2025 and has held it in 5 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

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