TriaGen Wealth Management’s Super Micro Computer SMCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,220	Closed	-$426K	–	187
2024 Q3	$426K	Buy	+10,220	New	+$622K	0.14%	117
2024 Q1	–	Sell	-23,760	Closed	-$675K	–	171
2023 Q4	$675K	Buy	23,760 +5,110	+27%	+$142K	0.32%	73
2023 Q3	$511K	Hold	18,650	–	–	0.26%	87
2023 Q2	$465K	Buy	+18,650	New	+$312K	0.21%	105

Other funds holding SMCI

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TriaGen Wealth Management's SMCI Position: Q4 2024 in Review

TriaGen Wealth Management sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 10,220 shares — an estimated $426K sold.

TriaGen Wealth Management first reported a position in SMCI in Q2 2023 and held it in 4 quarters. The position peaked at $675K in Q4 2023. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

TriaGen Wealth Management reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
TriaGen Wealth Management sold 10,220 Super Micro Computer shares in Q4 2024, an estimated $426K.
TriaGen Wealth Management first reported a position in Super Micro Computer in Q2 2023 and held it in 4 quarters.
TriaGen Wealth Management's Super Micro Computer position peaked at $675K in Q4 2023.
696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on TriaGen Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.