TriaGen Wealth Management’s TSMC TSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$366K	Sell	767 -39	-5%	-$15.8K	0.09%	151
2026 Q1	$272K	Sell	806 -240	-23%	-$82.6K	0.07%	153
2025 Q4	$318K	Hold	1,046	–	–	0.08%	151
2025 Q3	$292K	Sell	1,046 -34	-3%	-$8.31K	0.08%	156
2025 Q2	$245K	Buy	+1,080	New	+$200K	0.07%	156
2025 Q1	–	Sell	-1,068	Closed	-$211K	–	191
2024 Q4	$211K	Buy	+1,068	New	+$207K	0.07%	158
2022 Q1	–	Sell	-4,523	Closed	-$544K	–	208
2021 Q4	$544K	Buy	+4,523	New	+$530K	0.27%	93
2021 Q1	–	Sell	-24,011	Closed	-$2.62M	–	183
2020 Q4	$2.62M	Buy	+24,011	New	+$2.28M	1.53%	11

Other funds holding TSM

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TriaGen Wealth Management reduced its TSMC (TSM) stake by 4.8% in Q2 2026, selling an estimated $15.8K and leaving 767 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #151.

TriaGen Wealth Management first reported a position in TSM in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.62M in Q4 2020. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

TriaGen Wealth Management held 767 shares of TSMC worth $366K as of Q2 2026.
TriaGen Wealth Management sold 39 TSMC shares in Q2 2026, an estimated $15.8K.
TSMC made up 0.09% of TriaGen Wealth Management's portfolio in Q2 2026, its #151 holding.
TriaGen Wealth Management first reported a position in TSMC in Q4 2020 and has held it in 8 quarters since.
TriaGen Wealth Management's TSMC position peaked at $2.62M in Q4 2020.
3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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