TriaGen Wealth Management’s TransDigm Group TDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-195	Closed	-$297K	–	189
2025 Q2	$297K	Sell	195 -3	-2%	-$4.21K	0.09%	148
2025 Q1	$274K	Hold	198	–	–	0.1%	141
2024 Q4	$251K	Buy	198 +4	+2%	+$5.27K	0.08%	148
2024 Q3	$277K	Sell	194 -830	-81%	-$1.08M	0.09%	147
2024 Q2	$1.31M	Buy	1,024 +832	+433%	+$1.07M	0.51%	56
2024 Q1	$236K	Sell	192 -6	-3%	-$6.75K	0.1%	146
2023 Q4	$200K	Buy	+198	New	+$183K	0.1%	153

Other funds holding TDG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TriaGen Wealth Management's TDG Position: Q3 2025 in Review

TriaGen Wealth Management sold out of TransDigm Group (TDG) in Q3 2025, closing a stake of 195 shares — an estimated $297K sold.

TriaGen Wealth Management first reported a position in TDG in Q4 2023 and held it in 7 quarters. The position peaked at $1.31M in Q2 2024. 1,073 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

TriaGen Wealth Management reported no remaining TransDigm Group position as of Q3 2025 after selling out during the quarter.
TriaGen Wealth Management sold 195 TransDigm Group shares in Q3 2025, an estimated $297K.
TriaGen Wealth Management first reported a position in TransDigm Group in Q4 2023 and held it in 7 quarters.
TriaGen Wealth Management's TransDigm Group position peaked at $1.31M in Q2 2024.
1,073 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on TriaGen Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.