TriaGen Wealth Management’s Progressive PGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,622	Closed	-$648K	–	192
2025 Q3	$648K	Buy	2,622 +54	+2%	+$13.3K	0.17%	112
2025 Q2	$685K	Sell	2,568 -46	-2%	-$12.6K	0.21%	97
2025 Q1	$740K	Sell	2,614 -109	-4%	-$28.5K	0.26%	79
2024 Q4	$652K	Sell	2,723 -5,475	-67%	-$1.38M	0.22%	85
2024 Q3	$2.08M	Buy	8,198 +5,490	+203%	+$1.28M	0.7%	36
2024 Q2	$562K	Buy	2,708 +5	+0.2%	+$1.05K	0.22%	94
2024 Q1	$559K	Sell	2,703 -22	-0.8%	-$4.08K	0.23%	90
2023 Q4	$434K	Buy	+2,725	New	+$427K	0.21%	100
2023 Q2	–	Sell	-15,702	Closed	-$2.25M	–	176
2023 Q1	$2.25M	Sell	15,702 -260	-2%	-$35.9K	1.13%	19
2022 Q4	$2.07M	Sell	15,962 -5,626	-26%	-$713K	1.15%	19
2022 Q3	$2.51M	Buy	21,588 +5,411	+33%	+$652K	1.39%	21
2022 Q2	$1.88M	Sell	16,177 -170	-1%	-$19.3K	1.34%	19
2022 Q1	$1.86M	Sell	16,347 -1,428	-8%	-$154K	0.97%	38
2021 Q4	$1.82M	Hold	17,775	–	–	0.9%	37
2021 Q3	$1.61M	Hold	17,775	–	–	0.87%	38
2021 Q2	$1.69M	Sell	17,775 -163	-0.9%	-$16.1K	0.87%	36
2021 Q1	$1.72M	Sell	17,938 -83	-0.5%	-$7.54K	0.99%	36
2020 Q4	$1.78M	Buy	+18,021	New	+$1.7M	1.04%	32

Other funds holding PGR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return