TriaGen Wealth Management’s Salesforce CRM Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$281K	Buy
2024 Q2	–	Sell
2024 Q1	$2.21M	Hold
2023 Q4	$1.93M	Sell
2023 Q3	$1.88M	Buy