TriaGen Wealth Management’s Moderna MRNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$205K	Buy	+2,927	New	+$151K	0.05%	178
2021 Q4	–	Sell	-1,097	Closed	-$422K	–	194
2021 Q3	$422K	Buy	1,097 +2	+0.2%	+$738	0.23%	108
2021 Q2	$387K	Buy	+1,095	New	+$196K	0.2%	120

Other funds holding MRNA

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

TriaGen Wealth Management opened a new position in Moderna (MRNA) in Q2 2026: 2,927 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #178 among its holdings. This is a return to the name: TriaGen Wealth Management previously reported a position in MRNA as recently as Q3 2021.

TriaGen Wealth Management first reported a position in MRNA in Q2 2021 and has held it in 3 quarters since. The position peaked at $422K in Q3 2021. 171 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

TriaGen Wealth Management held 2,927 shares of Moderna worth $205K as of Q2 2026.
Moderna was a new TriaGen Wealth Management position in Q2 2026.
Moderna made up 0.05% of TriaGen Wealth Management's portfolio in Q2 2026, its #178 holding.
TriaGen Wealth Management first reported a position in Moderna in Q2 2021 and has held it in 3 quarters since.
TriaGen Wealth Management's Moderna position peaked at $422K in Q3 2021.
171 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

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