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TriaGen Wealth Management’s Palo Alto Networks PANW Stock Holding History

TriaGen Wealth Management’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.12M Buy
+2,812
New +$1M 0.27% 85
2025
Q1 		– Sell
-3,720
Closed -$677K – 187
2024
Q4 		$677K Sell
3,720
-548
-13% -$104K 0.23% 84
2024
Q3 		$729K Buy
+4,268
New +$718K 0.24% 85

Other funds holding PANW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

TriaGen Wealth Management's PANW Position: Q3 2026 in Review

TriaGen Wealth Management opened a new position in Palo Alto Networks (PANW) in Q3 2026: 2,812 shares worth $1.12M. The stake represents 0.27% of the portfolio and ranks #85 among its holdings. This is a return to the name: TriaGen Wealth Management previously reported a position in PANW as recently as Q4 2024.

TriaGen Wealth Management first reported a position in PANW in Q3 2024 and has held it in 3 quarters since. 427 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • TriaGen Wealth Management held 2,812 shares of Palo Alto Networks worth $1.12M as of Q3 2026.
  • Palo Alto Networks was a new TriaGen Wealth Management position in Q3 2026.
  • Palo Alto Networks made up 0.27% of TriaGen Wealth Management's portfolio in Q3 2026, its #85 holding.
  • TriaGen Wealth Management first reported a position in Palo Alto Networks in Q3 2024 and has held it in 3 quarters since.
  • 427 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.