TWM
META icon

TriaGen Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

TriaGen Wealth Management’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Sell
511
-23
-4% -$14.7K 0.08% 150
2025
Q4 		$352K Sell
534
-2,881
-84% -$1.92M 0.09% 144
2025
Q3 		$2.51M Buy
3,415
+2,875
+532% +$2.14M 0.65% 39
2025
Q2 		$399K Sell
540
-50
-8% -$30.9K 0.12% 128
2025
Q1 		$340K Sell
590
-1,450
-71% -$935K 0.12% 129
2024
Q4 		$1.19M Sell
2,040
-114
-5% -$66.9K 0.4% 63
2024
Q3 		$1.23M Sell
2,154
-80
-4% -$41.2K 0.41% 63
2024
Q2 		$1.13M Sell
2,234
-2,098
-48% -$1.02M 0.44% 62
2024
Q1 		$2.1M Buy
+4,332
New +$1.93M 0.87% 34

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM