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TriaGen Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

TriaGen Wealth Management’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33,344
Closed -$2.01M – 170
2024
Q4 		$2.01M Buy
+33,344
New +$2.01M 0.68% 37
2024
Q3 		– Sell
-5,850
Closed -$367K – 174
2024
Q2 		$367K Hold
5,850
– – 0.14% 120
2024
Q1 		$340K Sell
5,850
-50
-0.8% -$2.56K 0.14% 121
2023
Q4 		$270K Buy
+5,900
New +$245K 0.13% 132
2023
Q3 		– Sell
-5,400
Closed -$231K – 158
2023
Q2 		$231K Buy
+5,400
New +$214K 0.11% 153

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

TriaGen Wealth Management's CMG Position: Q1 2025 in Review

TriaGen Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q1 2025, closing a stake of 33,344 shares — an estimated $2.01M sold.

TriaGen Wealth Management first reported a position in CMG in Q2 2023 and held it in 5 quarters. The position peaked at $2.01M in Q4 2024. 1,557 funds tracked by Wall St. Rank hold CMG as of Q1 2025.

  • TriaGen Wealth Management reported no remaining Chipotle Mexican Grill position as of Q1 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 33,344 Chipotle Mexican Grill shares in Q1 2025, an estimated $2.01M.
  • TriaGen Wealth Management first reported a position in Chipotle Mexican Grill in Q2 2023 and held it in 5 quarters.
  • TriaGen Wealth Management's Chipotle Mexican Grill position peaked at $2.01M in Q4 2024.
  • 1,557 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2025.

Based on TriaGen Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.