TWM
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TriaGen Wealth Management’s NRG Energy NRG Stock Holding History

TriaGen Wealth Management’s Portfolio NRG Stock Details NRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,315
Closed -$209K – 193
2025
Q4 		$209K Buy
1,315
+57
+5% +$9.43K 0.05% 170
2025
Q3 		$204K Buy
+1,258
New +$196K 0.05% 177
2025
Q2 		– Sell
-18,908
Closed -$1.8M – 187
2025
Q1 		$1.8M Hold
18,908
– – 0.64% 48
2024
Q4 		$1.71M Buy
+18,908
New +$1.75M 0.57% 49
2024
Q3 		– Sell
-14,844
Closed -$1.16M – 180
2024
Q2 		$1.16M Buy
+14,844
New +$1.15M 0.45% 59

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VCM
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VPM
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Franklin Resources
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Victory Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return