TriaGen Wealth Management’s Interactive Brokers IBKR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.19M	Buy
2023 Q4	–	Sell
2023 Q3	$2.53M	Buy
2023 Q2	$786K	Buy
2023 Q1	$292K	Sell
2022 Q4	$271K	Buy