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TriaGen Wealth Management’s Nasdaq NDAQ Stock Holding History

TriaGen Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25,627
Closed -$1.94M – 186
2025
Q1 		$1.94M Sell
25,627
-47
-0.2% -$3.7K 0.69% 44
2024
Q4 		$1.98M Sell
25,674
-18
-0.1% -$1.39K 0.67% 40
2024
Q3 		$1.88M Sell
25,692
-24,508
-49% -$1.67M 0.63% 43
2024
Q2 		$3.03M Buy
+50,200
New +$3.04M 1.17% 20

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TriaGen Wealth Management's NDAQ Position: Q2 2025 in Review

TriaGen Wealth Management sold out of Nasdaq (NDAQ) in Q2 2025, closing a stake of 25,627 shares — an estimated $1.94M sold.

TriaGen Wealth Management first reported a position in NDAQ in Q2 2024 and held it in 4 quarters. The position peaked at $3.03M in Q2 2024. 1,018 funds tracked by Wall St. Rank hold NDAQ as of Q2 2025.

  • TriaGen Wealth Management reported no remaining Nasdaq position as of Q2 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 25,627 Nasdaq shares in Q2 2025, an estimated $1.94M.
  • TriaGen Wealth Management first reported a position in Nasdaq in Q2 2024 and held it in 4 quarters.
  • TriaGen Wealth Management's Nasdaq position peaked at $3.03M in Q2 2024.
  • 1,018 funds tracked by Wall St. Rank held Nasdaq as of Q2 2025.

Based on TriaGen Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.