TWM
VRT icon

TriaGen Wealth Management’s Vertiv VRT Stock Holding History

TriaGen Wealth Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,615
Closed -$696K – 200
2025
Q3 		$696K Buy
+4,615
New +$616K 0.18% 106
2024
Q3 		– Sell
-9,665
Closed -$837K – 184
2024
Q2 		$837K Sell
9,665
-8
-0.1% -$728 0.32% 74
2024
Q1 		$790K Sell
9,673
-75
-0.8% -$4.71K 0.33% 70
2023
Q4 		$468K Buy
+9,748
New +$415K 0.22% 94
2023
Q1 		– Sell
-21,480
Closed -$293K – 188
2022
Q4 		$293K Buy
+21,480
New +$286K 0.16% 131

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TriaGen Wealth Management's VRT Position: Q4 2025 in Review

TriaGen Wealth Management sold out of Vertiv (VRT) in Q4 2025, closing a stake of 4,615 shares — an estimated $696K sold.

TriaGen Wealth Management first reported a position in VRT in Q4 2022 and held it in 5 quarters. The position peaked at $837K in Q2 2024. 1,615 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • TriaGen Wealth Management reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 4,615 Vertiv shares in Q4 2025, an estimated $696K.
  • TriaGen Wealth Management first reported a position in Vertiv in Q4 2022 and held it in 5 quarters.
  • TriaGen Wealth Management's Vertiv position peaked at $837K in Q2 2024.
  • 1,615 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on TriaGen Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.