TriaGen Wealth Management
CSCO icon

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
Q3 		$575K Sell
5,344
-12,449
-70% -$1.4M 0.14% 124
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% -$3.82K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

TriaGen Wealth Management's CSCO Position: Q3 2026 in Review

TriaGen Wealth Management reduced its Cisco (CSCO) stake by 70% in Q3 2026, selling an estimated $1.4M and leaving 5,344 shares worth $575K. The position accounts for 0.14% of the portfolio, ranked #124.

TriaGen Wealth Management first reported a position in CSCO in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.34M in Q4 2021. 2,951 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • TriaGen Wealth Management held 5,344 shares of Cisco worth $575K as of Q3 2026.
  • TriaGen Wealth Management sold 12,449 Cisco shares in Q3 2026, an estimated $1.4M.
  • Cisco made up 0.14% of TriaGen Wealth Management's portfolio in Q3 2026, its #124 holding.
  • TriaGen Wealth Management first reported a position in Cisco in Q4 2020 and has held it in 24 quarters since.
  • TriaGen Wealth Management's Cisco position peaked at $2.34M in Q4 2021.
  • 2,951 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.