TriaGen Wealth Management’s MarineMax HZO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,500	Closed	-$640K	–	167
2023 Q3	$640K	Sell	19,500 -200	-1%	-$6.95K	0.33%	73
2023 Q2	$673K	Hold	19,700	–	–	0.31%	78
2023 Q1	$566K	Sell	19,700 -900	-4%	-$28.3K	0.28%	89
2022 Q4	$643K	Sell	20,600 -5,900	-22%	-$185K	0.36%	75
2022 Q3	$789K	Sell	26,500 -300	-1%	-$11.2K	0.44%	63
2022 Q2	$968K	Hold	26,800	–	–	0.69%	41
2022 Q1	$1.08M	Sell	26,800 -670	-2%	-$31.5K	0.56%	60
2021 Q4	$1.62M	Hold	27,470	–	–	0.8%	49
2021 Q3	$1.33M	Buy	+27,470	New	+$1.37M	0.72%	53

Other funds holding HZO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return