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TriaGen Wealth Management’s Rocket Companies RKT Stock Holding History

TriaGen Wealth Management’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-39,926
Closed -$482K – 189
2025
Q1 		$482K Buy
+39,926
New +$515K 0.17% 109

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

TriaGen Wealth Management's RKT Position: Q2 2025 in Review

TriaGen Wealth Management sold out of Rocket Companies (RKT) in Q2 2025, closing a stake of 39,926 shares — an estimated $482K sold.

TriaGen Wealth Management first reported a position in RKT in Q1 2025 and held it in 1 quarter. The position peaked at $482K in Q1 2025. 374 funds tracked by Wall St. Rank hold RKT as of Q2 2025.

  • TriaGen Wealth Management reported no remaining Rocket Companies position as of Q2 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 39,926 Rocket Companies shares in Q2 2025, an estimated $482K.
  • TriaGen Wealth Management first reported a position in Rocket Companies in Q1 2025 and held it in 1 quarter.
  • TriaGen Wealth Management's Rocket Companies position peaked at $482K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2025.

Based on TriaGen Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.