TriaGen Wealth Management’s RTX Corp RTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Hold	6,009	–	–	0.29%	87
2026 Q1	$1.16M	Sell	6,009 -160	-3%	-$31.8K	0.32%	71
2025 Q4	$1.13M	Hold	6,169	–	–	0.29%	76
2025 Q3	$1.03M	Sell	6,169 -30	-0.5%	-$4.66K	0.27%	85
2025 Q2	$905K	Sell	6,199 -449	-7%	-$59.8K	0.27%	78
2025 Q1	$881K	Sell	6,648 -123	-2%	-$15.6K	0.31%	72
2024 Q4	$784K	Hold	6,771	–	–	0.26%	78
2024 Q3	$820K	Sell	6,771 -489	-7%	-$55.8K	0.27%	78
2024 Q2	$729K	Hold	7,260	–	–	0.28%	80
2024 Q1	$708K	Hold	7,260	–	–	0.29%	77
2023 Q4	$611K	Sell	7,260 -129	-2%	-$10.2K	0.29%	80
2023 Q3	$532K	Sell	7,389 -41	-0.6%	-$3.51K	0.27%	83
2023 Q2	$728K	Hold	7,430	–	–	0.33%	75
2023 Q1	$728K	Buy	7,430 +41	+0.6%	+$4.04K	0.37%	71
2022 Q4	$746K	Hold	7,389	–	–	0.41%	67
2022 Q3	$605K	Hold	7,389	–	–	0.33%	75
2022 Q2	$710K	Hold	7,389	–	–	0.5%	58
2022 Q1	$732K	Hold	7,389	–	–	0.38%	78
2021 Q4	$636K	Sell	7,389 -250	-3%	-$21.8K	0.31%	87
2021 Q3	$657K	Sell	7,639 -236	-3%	-$20.2K	0.36%	85
2021 Q2	$685K	Sell	7,875 -24	-0.3%	-$2.02K	0.35%	88
2021 Q1	$610K	Sell	7,899 -77	-1%	-$5.62K	0.35%	84
2020 Q4	$570K	Buy	+7,976	New	+$524K	0.33%	88

Other funds holding RTX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

TriaGen Wealth Management's RTX Position: Q2 2026 in Review

TriaGen Wealth Management held its RTX Corp (RTX) position steady in Q2 2026 at 6,009 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #87.

TriaGen Wealth Management first reported a position in RTX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q1 2026. 2,006 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

TriaGen Wealth Management held 6,009 shares of RTX Corp worth $1.14M as of Q2 2026.
TriaGen Wealth Management left its RTX Corp share count unchanged in Q2 2026.
RTX Corp made up 0.29% of TriaGen Wealth Management's portfolio in Q2 2026, its #87 holding.
TriaGen Wealth Management first reported a position in RTX Corp in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's RTX Corp position peaked at $1.16M in Q1 2026.
2,006 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.