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TriaGen Wealth Management’s Trane Technologies TT Stock Holding History

TriaGen Wealth Management’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-607
Closed -$205K – 193
2025
Q1 		$205K Hold
607
– – 0.07% 157
2024
Q4 		$224K Hold
607
– – 0.08% 154
2024
Q3 		$236K Buy
+607
New +$211K 0.08% 157
2024
Q2 		– Sell
-690
Closed -$207K – 175
2024
Q1 		$207K Sell
690
-8,383
-92% -$2.28M 0.09% 155
2023
Q4 		$2.21M Sell
9,073
-318
-3% -$69.6K 1.05% 29
2023
Q3 		$1.91M Sell
9,391
-68
-0.7% -$13.6K 0.97% 30
2023
Q2 		$1.81M Hold
9,459
– – 0.83% 43
2023
Q1 		$1.74M Buy
+9,459
New +$1.72M 0.87% 36

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TriaGen Wealth Management's TT Position: Q2 2025 in Review

TriaGen Wealth Management sold out of Trane Technologies (TT) in Q2 2025, closing a stake of 607 shares — an estimated $205K sold.

TriaGen Wealth Management first reported a position in TT in Q1 2023 and held it in 8 quarters. The position peaked at $2.21M in Q4 2023. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

  • TriaGen Wealth Management reported no remaining Trane Technologies position as of Q2 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 607 Trane Technologies shares in Q2 2025, an estimated $205K.
  • TriaGen Wealth Management first reported a position in Trane Technologies in Q1 2023 and held it in 8 quarters.
  • TriaGen Wealth Management's Trane Technologies position peaked at $2.21M in Q4 2023.
  • 1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on TriaGen Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.