TriaGen Wealth Management’s Interactive Brokers IBKR Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$2.05M	Hold
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