TriaGen Wealth Management’s Quantum-Si Incorporated QSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,000	Closed	-$14.1K	–	195
2025 Q3	$14.1K	Hold	10,000	–	–	﹤0.01%	183
2025 Q2	$19.6K	Hold	10,000	–	–	0.01%	171
2025 Q1	$12K	Hold	10,000	–	–	﹤0.01%	166
2024 Q4	$27K	Hold	10,000	–	–	0.01%	168
2024 Q3	$8.82K	Hold	10,000	–	–	﹤0.01%	171
2024 Q2	$10.5K	Hold	10,000	–	–	﹤0.01%	159
2024 Q1	$19.7K	Hold	10,000	–	–	0.01%	160
2023 Q4	$20.1K	Hold	10,000	–	–	0.01%	158
2023 Q3	$16.6K	Buy	+10,000	New	+$24.1K	0.01%	153

Other funds holding QSI

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

TriaGen Wealth Management sold out of Quantum-Si Incorporated (QSI) in Q4 2025, closing a stake of 10,000 shares — an estimated $14.1K sold.

TriaGen Wealth Management first reported a position in QSI in Q3 2023 and held it in 9 quarters. The position peaked at $27K in Q4 2024. 135 funds tracked by Wall St. Rank hold QSI as of Q4 2025.

TriaGen Wealth Management reported no remaining Quantum-Si Incorporated position as of Q4 2025 after selling out during the quarter.
TriaGen Wealth Management sold 10,000 Quantum-Si Incorporated shares in Q4 2025, an estimated $14.1K.
TriaGen Wealth Management first reported a position in Quantum-Si Incorporated in Q3 2023 and held it in 9 quarters.
TriaGen Wealth Management's Quantum-Si Incorporated position peaked at $27K in Q4 2024.
135 funds tracked by Wall St. Rank held Quantum-Si Incorporated as of Q4 2025.

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