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TriaGen Wealth Management’s Warner Bros WBD Stock Holding History

TriaGen Wealth Management’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$980K Buy
36,768
+80
+0.2% +$2.16K 0.25% 96
2026
Q1 		$1.01M Sell
36,688
-700
-2% -$19.6K 0.28% 80
2025
Q4 		$1.08M Buy
37,388
+14,685
+65% +$343K 0.28% 80
2025
Q3 		$443K Buy
+22,703
New +$309K 0.12% 130
2023
Q2 		– Sell
-13,026
Closed -$197K – 183
2023
Q1 		$197K Buy
+13,026
New +$185K 0.1% 156

Other funds holding WBD

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

TriaGen Wealth Management increased its Warner Bros (WBD) stake by 0.22% in Q2 2026, buying an estimated $2.16K and bringing the position to 36,768 shares worth $980K. The position accounts for 0.25% of the portfolio, ranked #96.

TriaGen Wealth Management first reported a position in WBD in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.08M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • TriaGen Wealth Management held 36,768 shares of Warner Bros worth $980K as of Q2 2026.
  • TriaGen Wealth Management bought 80 Warner Bros shares in Q2 2026, an estimated $2.16K.
  • Warner Bros made up 0.25% of TriaGen Wealth Management's portfolio in Q2 2026, its #96 holding.
  • TriaGen Wealth Management first reported a position in Warner Bros in Q1 2023 and has held it in 5 quarters since.
  • TriaGen Wealth Management's Warner Bros position peaked at $1.08M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

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