TriaGen Wealth Management’s Pinnacle West Capital PNW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$250K	Hold	2,477	–	–	0.07%	160
2025 Q4	$220K	Hold	2,477	–	–	0.06%	166
2025 Q3	$222K	Hold	2,477	–	–	0.06%	173
2025 Q2	$222K	Hold	2,477	–	–	0.07%	163
2025 Q1	$236K	Hold	2,477	–	–	0.08%	150
2024 Q4	$210K	Hold	2,477	–	–	0.07%	159
2024 Q3	$219K	Buy	+2,477	New	+$212K	0.07%	163
2023 Q3	–	Sell	-2,477	Closed	-$202K	–	171
2023 Q2	$202K	Buy	+2,477	New	+$198K	0.09%	159
2021 Q3	–	Sell	-2,477	Closed	-$207K	–	193
2021 Q2	$207K	Hold	2,477	–	–	0.11%	180
2021 Q1	$202K	Sell	2,477 -49	-2%	-$3.79K	0.12%	163
2020 Q4	$202K	Buy	+2,526	New	+$208K	0.12%	165

Other funds holding PNW

Capital Research Global Investors

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

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

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Geode Capital Management

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