TriaGen Wealth Management’s Zillow Z Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,789	Closed	-$328K	–	196
2025 Q1	$328K	Sell	4,789 -15	-0.3%	-$1.15K	0.12%	131
2024 Q4	$356K	Buy	4,804 +313	+7%	+$22.4K	0.12%	128
2024 Q3	$287K	Buy	+4,491	New	+$241K	0.1%	143

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

TriaGen Wealth Management sold out of Zillow (Z) in Q2 2025, closing a stake of 4,789 shares — an estimated $328K sold.

TriaGen Wealth Management first reported a position in Z in Q3 2024 and held it in 3 quarters. The position peaked at $356K in Q4 2024. 480 funds tracked by Wall St. Rank hold Z as of Q2 2025.

TriaGen Wealth Management reported no remaining Zillow position as of Q2 2025 after selling out during the quarter.
TriaGen Wealth Management sold 4,789 Zillow shares in Q2 2025, an estimated $328K.
TriaGen Wealth Management first reported a position in Zillow in Q3 2024 and held it in 3 quarters.
TriaGen Wealth Management's Zillow position peaked at $356K in Q4 2024.
480 funds tracked by Wall St. Rank held Zillow as of Q2 2025.

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