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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

TriaGen Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.2% in Q2 2026, selling an estimated $3.67K and leaving 505 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #159.

TriaGen Wealth Management first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.51M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

TriaGen Wealth Management held 505 shares of Meta Platforms (Facebook) worth $284K as of Q2 2026.
TriaGen Wealth Management sold 6 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.67K.
Meta Platforms (Facebook) made up 0.07% of TriaGen Wealth Management's portfolio in Q2 2026, its #159 holding.
TriaGen Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
TriaGen Wealth Management's Meta Platforms (Facebook) position peaked at $2.51M in Q3 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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