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TriaGen Wealth Management’s Verizon VZ Stock Holding History

TriaGen Wealth Management’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$424K Buy
10,010
+334
+3% +$15.7K 0.11% 139
2026
Q1 		$486K Buy
9,676
+97
+1% +$4.5K 0.13% 117
2025
Q4 		$390K Sell
9,579
-1,804
-16% -$73.2K 0.1% 134
2025
Q3 		$500K Sell
11,383
-486
-4% -$21K 0.13% 123
2025
Q2 		$514K Buy
11,869
+1,008
+9% +$43.7K 0.16% 112
2025
Q1 		$493K Buy
10,861
+168
+2% +$6.99K 0.17% 108
2024
Q4 		$428K Buy
10,693
+14
+0.1% +$591 0.14% 113
2024
Q3 		$480K Buy
10,679
+375
+4% +$15.7K 0.16% 112
2024
Q2 		$425K Buy
10,304
+200
+2% +$8.06K 0.16% 110
2024
Q1 		$424K Hold
10,104
– – 0.18% 106
2023
Q4 		$381K Hold
10,104
– – 0.18% 110
2023
Q3 		$327K Sell
10,104
-220
-2% -$7.43K 0.17% 109
2023
Q2 		$384K Buy
10,324
+500
+5% +$18.5K 0.18% 113
2023
Q1 		$382K Hold
9,824
– – 0.19% 104
2022
Q4 		$387K Sell
9,824
-692
-7% -$26.1K 0.22% 106
2022
Q3 		$399K Sell
10,516
-207
-2% -$9.22K 0.22% 102
2022
Q2 		$544K Sell
10,723
-45,824
-81% -$2.32M 0.39% 70
2022
Q1 		$2.88M Sell
56,547
-5,218
-8% -$276K 1.49% 13
2021
Q4 		$3.21M Sell
61,765
-3,224
-5% -$168K 1.58% 8
2021
Q3 		$3.51M Sell
64,989
-26
-0% -$1.44K 1.91% 6
2021
Q2 		$3.63M Sell
65,015
-594
-0.9% -$34.1K 1.87% 7
2021
Q1 		$3.81M Sell
65,609
-825
-1% -$46.6K 2.19% 4
2020
Q4 		$3.9M Buy
+66,434
New +$3.95M 2.29% 2

Other funds holding VZ

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

TriaGen Wealth Management increased its Verizon (VZ) stake by 3.5% in Q2 2026, buying an estimated $15.7K and bringing the position to 10,010 shares worth $424K. The position accounts for 0.11% of the portfolio, ranked #139.

TriaGen Wealth Management first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.9M in Q4 2020. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • TriaGen Wealth Management held 10,010 shares of Verizon worth $424K as of Q2 2026.
  • TriaGen Wealth Management bought 334 Verizon shares in Q2 2026, an estimated $15.7K.
  • Verizon made up 0.11% of TriaGen Wealth Management's portfolio in Q2 2026, its #139 holding.
  • TriaGen Wealth Management first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's Verizon position peaked at $3.9M in Q4 2020.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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