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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

TriaGen Wealth Management's PGR Position: Q4 2025 in Review

TriaGen Wealth Management sold out of Progressive (PGR) in Q4 2025, closing a stake of 2,622 shares — an estimated $648K sold.

TriaGen Wealth Management first reported a position in PGR in Q4 2020 and held it in 18 quarters. The position peaked at $2.51M in Q3 2022. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • TriaGen Wealth Management reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 2,622 Progressive shares in Q4 2025, an estimated $648K.
  • TriaGen Wealth Management first reported a position in Progressive in Q4 2020 and held it in 18 quarters.
  • TriaGen Wealth Management's Progressive position peaked at $2.51M in Q3 2022.
  • 1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on TriaGen Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.