TWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return