TriaGen Wealth Management’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Buy	22,949 +7,783	+51%	+$394K	0.32%	72
2025 Q4	$765K	Buy	15,166 +2,060	+16%	+$104K	0.2%	98
2025 Q3	$664K	Buy	13,106 +2,127	+19%	+$107K	0.17%	110
2025 Q2	$554K	Buy	10,979 +25	+0.2%	+$1.26K	0.17%	109
2025 Q1	$552K	Sell	10,954 -577	-5%	-$29K	0.19%	101
2024 Q4	$578K	Buy	11,531 +231	+2%	+$11.6K	0.19%	97
2024 Q3	$571K	Buy	11,300 +4,433	+65%	+$223K	0.19%	100
2024 Q2	$345K	Buy	6,867 +1,729	+34%	+$86.7K	0.13%	125
2024 Q1	$258K	Buy	+5,138	New	+$258K	0.11%	144

Other funds holding CALI

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

DeLarme Wealth Management Palos Verdes Estates, California $155M AUM

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

NDWM LLC La Jolla, California $154M AUM 13.77% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return