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TriaGen Wealth Management’s Cisco CSCO Stock Holding History

TriaGen Wealth Management’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Buy
17,793
+12,084
+212% +$1.26M 0.52% 52
2026
Q1 		$443K Sell
5,709
-298
-5% -$23.3K 0.12% 126
2025
Q4 		$463K Buy
6,007
+62
+1% +$4.6K 0.12% 121
2025
Q3 		$407K Sell
5,945
-727
-11% -$49.6K 0.11% 136
2025
Q2 		$463K Buy
6,672
+423
+7% +$26K 0.14% 119
2025
Q1 		$386K Sell
6,249
-174
-3% -$10.7K 0.14% 122
2024
Q4 		$380K Buy
6,423
+2
+0% +$114 0.13% 122
2024
Q3 		$342K Sell
6,421
-36
-0.6% -$1.75K 0.11% 135
2024
Q2 		$307K Buy
6,457
+31
+0.5% +$1.47K 0.12% 134
2024
Q1 		$321K Sell
6,426
-997
-13% -$49.7K 0.13% 129
2023
Q4 		$375K Buy
7,423
+2
+0% +$102 0.18% 111
2023
Q3 		$399K Buy
7,421
+403
+6% +$21.7K 0.2% 99
2023
Q2 		$363K Buy
7,018
+1,003
+17% +$49.3K 0.17% 115
2023
Q1 		$314K Buy
6,015
+157
+3% +$7.67K 0.16% 119
2022
Q4 		$279K Buy
5,858
+3
+0.1% +$137 0.16% 134
2022
Q3 		$234K Buy
5,855
+2
+0% +$89 0.13% 142
2022
Q2 		$250K Sell
5,853
-27,338
-82% -$1.31M 0.18% 128
2022
Q1 		$1.85M Sell
33,191
-3,667
-10% -$207K 0.96% 39
2021
Q4 		$2.34M Buy
36,858
+31,187
+550% +$1.78M 1.15% 18
2021
Q3 		$309K Sell
5,671
-68
-1% -$3.81K 0.17% 141
2021
Q2 		$318K Sell
5,739
-100
-2% -$5.26K 0.16% 143
2021
Q1 		$302K Hold
5,839
– – 0.17% 131
2020
Q4 		$261K Buy
+5,839
New +$240K 0.15% 142

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

TriaGen Wealth Management increased its Cisco (CSCO) stake by 212% in Q2 2026, buying an estimated $1.26M and bringing the position to 17,793 shares worth $2.09M. The position accounts for 0.52% of the portfolio, ranked #52.

TriaGen Wealth Management first reported a position in CSCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.34M in Q4 2021. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • TriaGen Wealth Management held 17,793 shares of Cisco worth $2.09M as of Q2 2026.
  • TriaGen Wealth Management bought 12,084 Cisco shares in Q2 2026, an estimated $1.26M.
  • Cisco made up 0.52% of TriaGen Wealth Management's portfolio in Q2 2026, its #52 holding.
  • TriaGen Wealth Management first reported a position in Cisco in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's Cisco position peaked at $2.34M in Q4 2021.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

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