TWM
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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
Q2 		$4.36M Buy
12,698
+6,703
+112% +$2.15M 1.09% 16
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

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

TriaGen Wealth Management increased its Visa (V) stake by 112% in Q2 2026, buying an estimated $2.15M and bringing the position to 12,698 shares worth $4.36M. The position accounts for 1.09% of the portfolio, ranked #16.

TriaGen Wealth Management first reported a position in V in Q2 2023 and has held it in 13 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • TriaGen Wealth Management held 12,698 shares of Visa worth $4.36M as of Q2 2026.
  • TriaGen Wealth Management bought 6,703 Visa shares in Q2 2026, an estimated $2.15M.
  • Visa made up 1.09% of TriaGen Wealth Management's portfolio in Q2 2026, its #16 holding.
  • TriaGen Wealth Management first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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