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
2026 Q2	$1.44M	Buy	+16,528	New	+$1.38M	0.36%	70
2026 Q1	–	Sell	-31,800	Closed	-$2.05M	–	187
2025 Q4	$2.05M	Hold	31,800	–	–	0.53%	51
2025 Q3	$2.19M	Buy	+31,800	New	+$2M	0.57%	55
2023 Q4	–	Sell	-116,848	Closed	-$2.53M	–	168
2023 Q3	$2.53M	Buy	116,848 +78,980	+209%	+$1.76M	1.29%	15
2023 Q2	$786K	Buy	37,868 +23,700	+167%	+$468K	0.36%	71
2023 Q1	$292K	Sell	14,168 -832	-6%	-$16.9K	0.15%	125
2022 Q4	$271K	Buy	+15,000	New	+$280K	0.15%	139

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

TriaGen Wealth Management opened a new position in Interactive Brokers (IBKR) in Q2 2026: 16,528 shares worth $1.44M. The stake represents 0.36% of the portfolio and ranks #70 among its holdings. This is a return to the name: TriaGen Wealth Management previously reported a position in IBKR as recently as Q4 2025.

TriaGen Wealth Management first reported a position in IBKR in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.53M in Q3 2023. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

TriaGen Wealth Management held 16,528 shares of Interactive Brokers worth $1.44M as of Q2 2026.
Interactive Brokers was a new TriaGen Wealth Management position in Q2 2026.
Interactive Brokers made up 0.36% of TriaGen Wealth Management's portfolio in Q2 2026, its #70 holding.
TriaGen Wealth Management first reported a position in Interactive Brokers in Q4 2022 and has held it in 7 quarters since.
TriaGen Wealth Management's Interactive Brokers position peaked at $2.53M in Q3 2023.
1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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