TWM
T icon

TriaGen Wealth Management’s AT&T T Stock Holding History

TriaGen Wealth Management’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.94M Buy
66,767
+2,447
+4% +$65.4K 0.53% 44
2025
Q4 		$1.6M Sell
64,320
-12,901
-17% -$327K 0.41% 62
2025
Q3 		$2.18M Buy
77,221
+69,661
+921% +$1.98M 0.57% 56
2025
Q2 		$219K Buy
7,560
+407
+6% +$11.2K 0.07% 164
2025
Q1 		$202K Buy
+7,153
New +$180K 0.07% 158
2022
Q1 		– Sell
-11,324
Closed -$210K – 204
2021
Q4 		$210K Hold
11,324
– – 0.1% 176
2021
Q3 		$231K Hold
11,324
– – 0.13% 165
2021
Q2 		$240K Sell
11,324
-340
-3% -$7.73K 0.12% 163
2021
Q1 		$267K Sell
11,664
-1,258
-10% -$27.8K 0.15% 143
2020
Q4 		$281K Buy
+12,922
New +$279K 0.16% 137

Other funds holding T

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return