TriaGen Wealth Management’s Procter & Gamble PG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$810K	Hold	5,521	–	–	0.2%	108
2026 Q1	$797K	Hold	5,521	–	–	0.22%	95
2025 Q4	$791K	Hold	5,521	–	–	0.2%	97
2025 Q3	$848K	Sell	5,521 -50	-0.9%	-$7.81K	0.22%	97
2025 Q2	$888K	Buy	5,571 +690	+14%	+$113K	0.27%	79
2025 Q1	$832K	Sell	4,881 -76	-2%	-$12.7K	0.29%	74
2024 Q4	$831K	Sell	4,957 -614	-11%	-$105K	0.28%	76
2024 Q3	$965K	Hold	5,571	–	–	0.32%	72
2024 Q2	$919K	Hold	5,571	–	–	0.35%	71
2024 Q1	$904K	Hold	5,571	–	–	0.38%	65
2023 Q4	$816K	Hold	5,571	–	–	0.39%	65
2023 Q3	$813K	Hold	5,571	–	–	0.41%	62
2023 Q2	$845K	Hold	5,571	–	–	0.39%	68
2023 Q1	$828K	Buy	5,571 +38	+0.7%	+$5.43K	0.42%	69
2022 Q4	$839K	Sell	5,533 -86	-2%	-$12.1K	0.47%	59
2022 Q3	$709K	Hold	5,619	–	–	0.39%	68
2022 Q2	$808K	Sell	5,619 -10,840	-66%	-$1.63M	0.57%	52
2022 Q1	$2.52M	Sell	16,459 -1,043	-6%	-$163K	1.3%	16
2021 Q4	$2.86M	Buy	17,502 +11,959	+216%	+$1.78M	1.41%	10
2021 Q3	$775K	Sell	5,543 -45	-0.8%	-$6.38K	0.42%	77
2021 Q2	$795K	Sell	5,588 -150	-3%	-$20.3K	0.41%	77
2021 Q1	$777K	Hold	5,738	–	–	0.45%	70
2020 Q4	$798K	Buy	+5,738	New	+$802K	0.47%	71

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

TriaGen Wealth Management held its Procter & Gamble (PG) position steady in Q2 2026 at 5,521 shares worth $810K. The position accounts for 0.2% of the portfolio, ranked #108.

TriaGen Wealth Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.86M in Q4 2021. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

TriaGen Wealth Management held 5,521 shares of Procter & Gamble worth $810K as of Q2 2026.
TriaGen Wealth Management left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.2% of TriaGen Wealth Management's portfolio in Q2 2026, its #108 holding.
TriaGen Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's Procter & Gamble position peaked at $2.86M in Q4 2021.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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