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 Q2	$1.13M	Sell	2,981 -242	-8%	-$97K	0.28%	89
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

TriaGen Wealth Management reduced its Broadcom (AVGO) stake by 7.5% in Q2 2026, selling an estimated $97K and leaving 2,981 shares worth $1.13M. The position accounts for 0.28% of the portfolio, ranked #89.

TriaGen Wealth Management first reported a position in AVGO in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.45M in Q1 2022. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

TriaGen Wealth Management held 2,981 shares of Broadcom worth $1.13M as of Q2 2026.
TriaGen Wealth Management sold 242 Broadcom shares in Q2 2026, an estimated $97K.
Broadcom made up 0.28% of TriaGen Wealth Management's portfolio in Q2 2026, its #89 holding.
TriaGen Wealth Management first reported a position in Broadcom in Q2 2021 and has held it in 10 quarters since.
TriaGen Wealth Management's Broadcom position peaked at $3.45M in Q1 2022.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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