TriaGen Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-27,323	Closed	-$1.91M	–	185
2022 Q1	$1.91M	Sell	27,323 -2,662	-9%	-$176K	0.99%	35
2021 Q4	$2M	Hold	29,985	–	–	0.99%	30
2021 Q3	$1.83M	Hold	29,985	–	–	0.99%	30
2021 Q2	$1.87M	Sell	29,985 -268	-0.9%	-$16.6K	0.96%	30
2021 Q1	$1.82M	Sell	30,253 -134	-0.4%	-$7.73K	1.05%	32
2020 Q4	$1.77M	Buy	+30,387	New	+$1.77M	1.04%	33

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TriaGen Wealth Management's PEG Position: Q2 2022 in Review

TriaGen Wealth Management sold out of Public Service Enterprise Group (PEG) in Q2 2022, closing a stake of 27,323 shares — an estimated $1.91M sold.

TriaGen Wealth Management first reported a position in PEG in Q4 2020 and held it in 6 quarters. The position peaked at $2M in Q4 2021. 941 funds tracked by Wall St. Rank hold PEG as of Q2 2022.

TriaGen Wealth Management reported no remaining Public Service Enterprise Group position as of Q2 2022 after selling out during the quarter.
TriaGen Wealth Management sold 27,323 Public Service Enterprise Group shares in Q2 2022, an estimated $1.91M.
TriaGen Wealth Management first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 6 quarters.
TriaGen Wealth Management's Public Service Enterprise Group position peaked at $2M in Q4 2021.
941 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2022.

Based on TriaGen Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.