TriaGen Wealth Management’s Graco GGG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,742	Closed	-$443K	–	166
2024 Q1	$443K	Hold	4,742	–	–	0.18%	103
2023 Q4	$411K	Sell	4,742 -60	-1%	-$4.72K	0.2%	104
2023 Q3	$350K	Hold	4,802	–	–	0.18%	105
2023 Q2	$415K	Sell	4,802 -4,802	-50%	-$373K	0.19%	109
2023 Q1	$701K	Buy	+9,604	New	+$667K	0.35%	73

Other funds holding GGG

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

TriaGen Wealth Management's GGG Position: Q2 2024 in Review

TriaGen Wealth Management sold out of Graco (GGG) in Q2 2024, closing a stake of 4,742 shares — an estimated $443K sold.

TriaGen Wealth Management first reported a position in GGG in Q1 2023 and held it in 5 quarters. The position peaked at $701K in Q1 2023. 657 funds tracked by Wall St. Rank hold GGG as of Q2 2024.

TriaGen Wealth Management reported no remaining Graco position as of Q2 2024 after selling out during the quarter.
TriaGen Wealth Management sold 4,742 Graco shares in Q2 2024, an estimated $443K.
TriaGen Wealth Management first reported a position in Graco in Q1 2023 and held it in 5 quarters.
TriaGen Wealth Management's Graco position peaked at $701K in Q1 2023.
657 funds tracked by Wall St. Rank held Graco as of Q2 2024.

Based on TriaGen Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.