TriaGen Wealth Management’s SelectQuote SLQT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$419K	Sell	1,035,000 -20,500	-2%	-$13.1K	0.1%	142
2026 Q2	$888K	Hold	1,055,500	–	–	0.22%	103
2026 Q1	$664K	Hold	1,055,500	–	–	0.18%	104
2025 Q4	$1.49M	Hold	1,055,500	–	–	0.39%	64
2025 Q3	$2.07M	Hold	1,055,500	–	–	0.54%	61
2025 Q2	$2.51M	Buy	1,055,500 +1,020,000	+2,873%	+$2.68M	0.76%	32
2025 Q1	$119K	Sell	35,500 -5,000	-12%	-$21.2K	0.04%	161
2024 Q4	$151K	Hold	40,500	–	–	0.05%	164
2024 Q3	$87.9K	Buy	40,500 +4,300	+12%	+$14.1K	0.03%	169
2024 Q2	$99.9K	Sell	36,200 -14,300	-28%	-$34.4K	0.04%	158
2024 Q1	$101K	Buy	50,500 +10,000	+25%	+$15K	0.04%	158
2023 Q4	$55.5K	Buy	40,500 +20,000	+98%	+$26.1K	0.03%	157
2023 Q3	$24K	Buy	20,500 +10,000	+95%	+$15.1K	0.01%	152
2023 Q2	$20.5K	Hold	10,500	–	–	0.01%	165
2023 Q1	$22.8K	Hold	10,500	–	–	0.01%	159
2022 Q4	$7.05K	Hold	10,500	–	–	﹤0.01%	164
2022 Q3	$8K	Hold	10,500	–	–	﹤0.01%	160
2022 Q2	$26K	Buy	+10,500	New	+$26.9K	0.02%	151

Other funds holding SLQT

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TriaGen Wealth Management's SLQT Position: Q3 2026 in Review

TriaGen Wealth Management reduced its SelectQuote (SLQT) stake by 1.9% in Q3 2026, selling an estimated $13.1K and leaving 1,035,000 shares worth $419K. The position accounts for 0.1% of the portfolio, ranked #142.

TriaGen Wealth Management first reported a position in SLQT in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.51M in Q2 2025. 8 funds tracked by Wall St. Rank hold SLQT as of Q3 2026.

TriaGen Wealth Management held 1,035,000 shares of SelectQuote worth $419K as of Q3 2026.
TriaGen Wealth Management sold 20,500 SelectQuote shares in Q3 2026, an estimated $13.1K.
SelectQuote made up 0.1% of TriaGen Wealth Management's portfolio in Q3 2026, its #142 holding.
TriaGen Wealth Management first reported a position in SelectQuote in Q2 2022 and has held it in 18 quarters since.
TriaGen Wealth Management's SelectQuote position peaked at $2.51M in Q2 2025.
8 funds tracked by Wall St. Rank held SelectQuote as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.