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TriaGen Wealth Management’s Certara CERT Stock Holding History

TriaGen Wealth Management’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40,349
Closed -$493K – 180
2025
Q3 		$493K Sell
40,349
-275
-0.7% -$3.01K 0.13% 125
2025
Q2 		$475K Buy
+40,624
New +$481K 0.14% 118
2022
Q3 		– Sell
-14,778
Closed -$317K – 165
2022
Q2 		$317K Buy
+14,778
New +$292K 0.23% 107

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TriaGen Wealth Management's CERT Position: Q4 2025 in Review

TriaGen Wealth Management sold out of Certara (CERT) in Q4 2025, closing a stake of 40,349 shares — an estimated $493K sold.

TriaGen Wealth Management first reported a position in CERT in Q2 2022 and held it in 3 quarters. The position peaked at $493K in Q3 2025. 256 funds tracked by Wall St. Rank hold CERT as of Q4 2025.

  • TriaGen Wealth Management reported no remaining Certara position as of Q4 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 40,349 Certara shares in Q4 2025, an estimated $493K.
  • TriaGen Wealth Management first reported a position in Certara in Q2 2022 and held it in 3 quarters.
  • TriaGen Wealth Management's Certara position peaked at $493K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Certara as of Q4 2025.

Based on TriaGen Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.