TWM
V icon

TriaGen Wealth Management’s Visa V Stock Holding History

TriaGen Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.81M Sell
5,995
-129
-2% -$41.5K 0.5% 47
2025
Q4 		$2.15M Sell
6,124
-25
-0.4% -$8.52K 0.56% 48
2025
Q3 		$2.1M Sell
6,149
-69
-1% -$23.9K 0.55% 60
2025
Q2 		$2.21M Sell
6,218
-308
-5% -$107K 0.67% 48
2025
Q1 		$2.29M Sell
6,526
-75
-1% -$25.4K 0.81% 30
2024
Q4 		$2.09M Sell
6,601
-4
-0.1% -$1.2K 0.7% 36
2024
Q3 		$1.82M Buy
6,605
+39
+0.6% +$10.5K 0.61% 46
2024
Q2 		$1.72M Sell
6,566
-12
-0.2% -$3.29K 0.67% 46
2024
Q1 		$1.84M Sell
6,578
-9
-0.1% -$2.48K 0.76% 43
2023
Q4 		$1.71M Sell
6,587
-6,703
-50% -$1.65M 0.82% 43
2023
Q3 		$3.06M Sell
13,290
-106
-0.8% -$25.5K 1.56% 12
2023
Q2 		$3.18M Buy
+13,396
New +$3.07M 1.46% 13

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