TriaGen Wealth Management’s Avis CAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,764	Closed	-$841K	–	189
2026 Q1	$841K	Buy	5,764 +699	+14%	+$79.7K	0.23%	93
2025 Q4	$650K	Sell	5,065 -6	-0.1%	-$837	0.17%	109
2025 Q3	$814K	Buy	5,071 +33	+0.7%	+$5.56K	0.21%	98
2025 Q2	$852K	Buy	+5,038	New	+$543K	0.26%	82

Other funds holding CAR

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

TriaGen Wealth Management sold out of Avis (CAR) in Q2 2026, closing a stake of 5,764 shares — an estimated $841K sold.

TriaGen Wealth Management first reported a position in CAR in Q2 2025 and held it in 4 quarters. The position peaked at $852K in Q2 2025. 303 funds tracked by Wall St. Rank hold CAR as of Q2 2026.

TriaGen Wealth Management reported no remaining Avis position as of Q2 2026 after selling out during the quarter.
TriaGen Wealth Management sold 5,764 Avis shares in Q2 2026, an estimated $841K.
TriaGen Wealth Management first reported a position in Avis in Q2 2025 and held it in 4 quarters.
TriaGen Wealth Management's Avis position peaked at $852K in Q2 2025.
303 funds tracked by Wall St. Rank held Avis as of Q2 2026.

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