TriaGen Wealth Management’s US Steel X Stock Holding History

TriaGen Wealth Management’s Portfolio X Stock Details X Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,541	Closed	-$572K	–	195
2025 Q1	$572K	Buy	+13,541	New	+$512K	0.2%	98
2024 Q1	–	Sell	-11,293	Closed	-$549K	–	175
2023 Q4	$549K	Buy	+11,293	New	+$411K	0.26%	86
2022 Q2	–	Sell	-8,624	Closed	-$325K	–	199
2022 Q1	$325K	Buy	+8,624	New	+$233K	0.17%	130

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TriaGen Wealth Management's X Position: Q2 2025 in Review

TriaGen Wealth Management sold out of US Steel (X) in Q2 2025, closing a stake of 13,541 shares — an estimated $572K sold.

TriaGen Wealth Management first reported a position in X in Q1 2022 and held it in 3 quarters. The position peaked at $572K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

TriaGen Wealth Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
TriaGen Wealth Management sold 13,541 US Steel shares in Q2 2025, an estimated $572K.
TriaGen Wealth Management first reported a position in US Steel in Q1 2022 and held it in 3 quarters.
TriaGen Wealth Management's US Steel position peaked at $572K in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on TriaGen Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.