TriaGen Wealth Management’s Texas Pacific Land TPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Sell	4,263 -1,534	-26%	-$622K	0.47%	57
2026 Q1	$2.75M	Buy	5,797 +1,534	+36%	+$659K	0.75%	28
2025 Q4	$1.22M	Hold	4,263	–	–	0.32%	72
2025 Q3	$1.33M	Hold	4,263	–	–	0.35%	74
2025 Q2	$1.5M	Sell	4,263 -915	-18%	-$374K	0.45%	63
2025 Q1	$2.29M	Sell	5,178 -111	-2%	-$49.5K	0.81%	31
2024 Q4	$1.95M	Buy	5,289 +801	+18%	+$327K	0.66%	42
2024 Q3	$1.32M	Sell	4,488 -318	-7%	-$87.3K	0.44%	60
2024 Q2	$1.18M	Hold	4,806	–	–	0.45%	57
2024 Q1	$927K	Hold	4,806	–	–	0.38%	63
2023 Q4	$840K	Hold	4,806	–	–	0.4%	63
2023 Q3	$974K	Hold	4,806	–	–	0.5%	60
2023 Q2	$703K	Hold	4,806	–	–	0.32%	76
2023 Q1	$908K	Sell	4,806 -2,232	-32%	-$465K	0.46%	65
2022 Q4	$1.83M	Hold	7,038	–	–	1.02%	24
2022 Q3	$1.39M	Sell	7,038 -162	-2%	-$31.2K	0.77%	41
2022 Q2	$1.19M	Buy	+7,200	New	+$1.18M	0.85%	32

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TriaGen Wealth Management's TPL Position: Q2 2026 in Review

TriaGen Wealth Management reduced its Texas Pacific Land (TPL) stake by 26% in Q2 2026, selling an estimated $622K and leaving 4,263 shares worth $1.87M. The position accounts for 0.47% of the portfolio, ranked #57.

TriaGen Wealth Management first reported a position in TPL in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.75M in Q1 2026. 875 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

TriaGen Wealth Management held 4,263 shares of Texas Pacific Land worth $1.87M as of Q2 2026.
TriaGen Wealth Management sold 1,534 Texas Pacific Land shares in Q2 2026, an estimated $622K.
Texas Pacific Land made up 0.47% of TriaGen Wealth Management's portfolio in Q2 2026, its #57 holding.
TriaGen Wealth Management first reported a position in Texas Pacific Land in Q2 2022 and has held it in 17 quarters since.
TriaGen Wealth Management's Texas Pacific Land position peaked at $2.75M in Q1 2026.
875 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.