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TriaGen Wealth Management’s NVIDIA NVDA Stock Holding History

TriaGen Wealth Management’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.92M Buy
49,597
+9,412
+23% +$1.94M 2.48% 10
2026
Q1 		$7.01M Sell
40,185
-3,281
-8% -$602K 1.91% 11
2025
Q4 		$8.11M Sell
43,466
-1,620
-4% -$302K 2.1% 10
2025
Q3 		$8.41M Sell
45,086
-4,867
-10% -$848K 2.19% 10
2025
Q2 		$7.89M Sell
49,953
-24,261
-33% -$3.05M 2.39% 9
2025
Q1 		$8.04M Sell
74,214
-27,683
-27% -$3.51M 2.84% 7
2024
Q4 		$13.7M Buy
101,897
+36,879
+57% +$5.08M 4.61% 2
2024
Q3 		$7.9M Sell
65,018
-30,345
-32% -$3.58M 2.64% 8
2024
Q2 		$11.8M Buy
95,363
+253
+0.3% +$25.6K 4.55% 3
2024
Q1 		$8.59M Buy
95,110
+19,930
+27% +$1.44M 3.57% 5
2023
Q4 		$3.72M Buy
75,180
+18,790
+33% +$871K 1.77% 9
2023
Q3 		$2.45M Buy
56,390
+10
+0% +$448 1.25% 17
2023
Q2 		$2.39M Sell
56,380
-9,080
-14% -$301K 1.09% 20
2023
Q1 		$1.82M Buy
65,460
+10,460
+19% +$226K 0.91% 32
2022
Q4 		$804K Hold
55,000
– – 0.45% 61
2022
Q3 		$668K Sell
55,000
-80
-0.1% -$1.26K 0.37% 70
2022
Q2 		$835K Sell
55,080
-17,810
-24% -$336K 0.59% 49
2022
Q1 		$1.99M Sell
72,890
-13,460
-16% -$338K 1.03% 30
2021
Q4 		$2.54M Sell
86,350
-3,160
-4% -$87K 1.25% 16
2021
Q3 		$1.85M Sell
89,510
-262,330
-75% -$5.45M 1.01% 28
2021
Q2 		$1.72M Buy
351,840
+263,800
+300% +$4.23M 0.88% 35
2021
Q1 		$1.18M Sell
88,040
-320
-0.4% -$4.3K 0.68% 52
2020
Q4 		$1.15M Buy
+88,360
New +$1.18M 0.68% 51

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

TriaGen Wealth Management increased its NVIDIA (NVDA) stake by 23% in Q2 2026, buying an estimated $1.94M and bringing the position to 49,597 shares worth $9.92M. The position accounts for 2.48% of the portfolio, ranked #10.

TriaGen Wealth Management first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.7M in Q4 2024. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • TriaGen Wealth Management held 49,597 shares of NVIDIA worth $9.92M as of Q2 2026.
  • TriaGen Wealth Management bought 9,412 NVIDIA shares in Q2 2026, an estimated $1.94M.
  • NVIDIA made up 2.48% of TriaGen Wealth Management's portfolio in Q2 2026, its #10 holding.
  • TriaGen Wealth Management first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's NVIDIA position peaked at $13.7M in Q4 2024.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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