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TriaGen Wealth Management’s APA Corp APA Stock Holding History

TriaGen Wealth Management’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21,411
Closed -$909K – 188
2026
Q1 		$909K Buy
+21,411
New +$647K 0.25% 88
2022
Q2 		– Sell
-12,114
Closed -$501K – 158
2022
Q1 		$501K Buy
12,114
+1,236
+11% +$43.1K 0.26% 97
2021
Q4 		$293K Buy
+10,878
New +$289K 0.14% 143

Other funds holding APA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TriaGen Wealth Management sold out of APA Corp (APA) in Q2 2026, closing a stake of 21,411 shares — an estimated $909K sold.

TriaGen Wealth Management first reported a position in APA in Q4 2021 and held it in 3 quarters. The position peaked at $909K in Q1 2026. 815 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • TriaGen Wealth Management reported no remaining APA Corp position as of Q2 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 21,411 APA Corp shares in Q2 2026, an estimated $909K.
  • TriaGen Wealth Management first reported a position in APA Corp in Q4 2021 and held it in 3 quarters.
  • TriaGen Wealth Management's APA Corp position peaked at $909K in Q1 2026.
  • 815 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

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