TriaGen Wealth Management’s Cummins CMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,601	Closed	-$3.01M	–	170
2023 Q1	$3.01M	Buy	+12,601	New	+$3.08M	1.51%	16

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TriaGen Wealth Management's CMI Position: Q2 2023 in Review

TriaGen Wealth Management sold out of Cummins (CMI) in Q2 2023, closing a stake of 12,601 shares — an estimated $3.01M sold.

TriaGen Wealth Management first reported a position in CMI in Q1 2023 and held it in 1 quarter. The position peaked at $3.01M in Q1 2023. 1,267 funds tracked by Wall St. Rank hold CMI as of Q2 2023.

TriaGen Wealth Management reported no remaining Cummins position as of Q2 2023 after selling out during the quarter.
TriaGen Wealth Management sold 12,601 Cummins shares in Q2 2023, an estimated $3.01M.
TriaGen Wealth Management first reported a position in Cummins in Q1 2023 and held it in 1 quarter.
TriaGen Wealth Management's Cummins position peaked at $3.01M in Q1 2023.
1,267 funds tracked by Wall St. Rank held Cummins as of Q2 2023.

Based on TriaGen Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.