TriaGen Wealth Management’s Amphenol APH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-39,244	Closed	-$2.64M	–	172
2024 Q2	$2.64M	Sell	39,244 -104	-0.3%	-$6.56K	1.02%	24
2024 Q1	$2.27M	Sell	39,348 -70	-0.2%	-$3.67K	0.94%	27
2023 Q4	$1.95M	Sell	39,418 -1,444	-4%	-$63.8K	0.93%	35
2023 Q3	$1.72M	Sell	40,862 -41,484	-50%	-$1.78M	0.88%	40
2023 Q2	$3.5M	Hold	82,346	–	–	1.6%	11
2023 Q1	$3.36M	Buy	+82,346	New	+$3.25M	1.69%	11

Other funds holding APH

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TriaGen Wealth Management's APH Position: Q3 2024 in Review

TriaGen Wealth Management sold out of Amphenol (APH) in Q3 2024, closing a stake of 39,244 shares — an estimated $2.64M sold.

TriaGen Wealth Management first reported a position in APH in Q1 2023 and held it in 6 quarters. The position peaked at $3.5M in Q2 2023. 1,291 funds tracked by Wall St. Rank hold APH as of Q3 2024.

TriaGen Wealth Management reported no remaining Amphenol position as of Q3 2024 after selling out during the quarter.
TriaGen Wealth Management sold 39,244 Amphenol shares in Q3 2024, an estimated $2.64M.
TriaGen Wealth Management first reported a position in Amphenol in Q1 2023 and held it in 6 quarters.
TriaGen Wealth Management's Amphenol position peaked at $3.5M in Q2 2023.
1,291 funds tracked by Wall St. Rank held Amphenol as of Q3 2024.

Based on TriaGen Wealth Management's 13F filing for Q3 2024, filed 18 Oct 2024.