TriaGen Wealth Management
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
Q3 		$359K Sell
495
-10
-2% -$6.24K 0.09% 152
2026
Q2 		$284K Sell
505
-6
-1% -$3.67K 0.07% 159
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TriaGen Wealth Management's META Position: Q3 2026 in Review

TriaGen Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2% in Q3 2026, selling an estimated $6.24K and leaving 495 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #152.

TriaGen Wealth Management first reported a position in META in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.51M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • TriaGen Wealth Management held 495 shares of Meta Platforms (Facebook) worth $359K as of Q3 2026.
  • TriaGen Wealth Management sold 10 Meta Platforms (Facebook) shares in Q3 2026, an estimated $6.24K.
  • Meta Platforms (Facebook) made up 0.09% of TriaGen Wealth Management's portfolio in Q3 2026, its #152 holding.
  • TriaGen Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 11 quarters since.
  • TriaGen Wealth Management's Meta Platforms (Facebook) position peaked at $2.51M in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.