TWM
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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
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

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VPM
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CCM
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GWM
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