TriaGen Wealth Management’s American Tower AMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$348K	Buy	2,127 +31	+1%	+$5.32K	0.08%	156
2026 Q2	$343K	Buy	2,096 +95	+5%	+$17.1K	0.09%	152
2026 Q1	$345K	Buy	2,001 +56	+3%	+$10.1K	0.09%	140
2025 Q4	$341K	Sell	1,945 -137	-7%	-$24.9K	0.09%	147
2025 Q3	$400K	Sell	2,082 -12	-0.6%	-$2.5K	0.1%	137
2025 Q2	$463K	Buy	+2,094	New	+$452K	0.14%	120

Other funds holding AMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

TriaGen Wealth Management increased its American Tower (AMT) stake by 1.5% in Q3 2026, buying an estimated $5.32K and bringing the position to 2,127 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #156.

TriaGen Wealth Management first reported a position in AMT in Q2 2025 and has held it in 6 quarters since. The position peaked at $463K in Q2 2025. 1,029 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

TriaGen Wealth Management held 2,127 shares of American Tower worth $348K as of Q3 2026.
TriaGen Wealth Management bought 31 American Tower shares in Q3 2026, an estimated $5.32K.
American Tower made up 0.08% of TriaGen Wealth Management's portfolio in Q3 2026, its #156 holding.
TriaGen Wealth Management first reported a position in American Tower in Q2 2025 and has held it in 6 quarters since.
TriaGen Wealth Management's American Tower position peaked at $463K in Q2 2025.
1,029 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

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