TWM
TGT icon

TriaGen Wealth Management’s Target TGT Stock Holding History

TriaGen Wealth Management’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,322
Closed -$206K – 188
2024
Q3 		$206K Buy
+1,322
New +$197K 0.07% 165
2024
Q2 		– Sell
-1,272
Closed -$225K – 174
2024
Q1 		$225K Buy
+1,272
New +$194K 0.09% 151
2023
Q2 		– Sell
-1,288
Closed -$213K – 180
2023
Q1 		$213K Buy
+1,288
New +$212K 0.11% 151
2022
Q2 		– Sell
-1,253
Closed -$266K – 192
2022
Q1 		$266K Sell
1,253
-6
-0.5% -$1.3K 0.14% 147
2021
Q4 		$291K Buy
1,259
+5
+0.4% +$1.22K 0.14% 144
2021
Q3 		$287K Hold
1,254
– – 0.16% 148
2021
Q2 		$327K Buy
1,254
+6
+0.5% +$1.31K 0.17% 137
2021
Q1 		$247K Hold
1,248
– – 0.14% 151
2020
Q4 		$220K Buy
+1,248
New +$208K 0.13% 159

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return