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TriaGen Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

TriaGen Wealth Management’s Portfolio TQQQ Stock Details TQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-89,645
Closed -$7.26M – 212
2026
Q2 		$7.26M Buy
+89,645
New +$6.22M 1.82% 11
2025
Q4 		– Sell
-4,000
Closed -$207K – 198
2025
Q3 		$207K Buy
+4,000
New +$182K 0.05% 176

Other funds holding TQQQ

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
TCI
Turner Capital Investments Austin, Texas $118M AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM 15.57% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

TriaGen Wealth Management's TQQQ Position: Q3 2026 in Review

TriaGen Wealth Management sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2026, closing a stake of 89,645 shares — an estimated $7.26M sold.

TriaGen Wealth Management first reported a position in TQQQ in Q3 2025 and held it in 2 quarters. The position peaked at $7.26M in Q2 2026. 33 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

  • TriaGen Wealth Management reported no remaining ProShares UltraPro QQQ position as of Q3 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 89,645 ProShares UltraPro QQQ shares in Q3 2026, an estimated $7.26M.
  • TriaGen Wealth Management first reported a position in ProShares UltraPro QQQ in Q3 2025 and held it in 2 quarters.
  • TriaGen Wealth Management's ProShares UltraPro QQQ position peaked at $7.26M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.