TWM
AVGO icon

TriaGen Wealth Management’s Broadcom AVGO Stock Holding History

TriaGen Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$998K Hold
3,223
– – 0.27% 81
2025
Q4 		$1.12M Sell
3,223
-6,039
-65% -$2.16M 0.29% 77
2025
Q3 		$3.06M Buy
9,262
+6,303
+213% +$1.93M 0.8% 26
2025
Q2 		$816K Buy
+2,959
New +$643K 0.25% 85
2025
Q1 		– Sell
-962
Closed -$223K – 169
2024
Q4 		$223K Buy
+962
New +$178K 0.08% 155
2022
Q2 		– Sell
-54,720
Closed -$3.45M – 159
2022
Q1 		$3.45M Buy
54,720
+34,150
+166% +$2.03M 1.79% 9
2021
Q4 		$1.32M Sell
20,570
-6,560
-24% -$369K 0.65% 58
2021
Q3 		$1.32M Hold
27,130
– – 0.72% 54
2021
Q2 		$1.32M Buy
+27,130
New +$1.26M 0.68% 57

Other funds holding AVGO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return