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TriaGen Wealth Management’s Zscaler ZS Stock Holding History

TriaGen Wealth Management’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,115
Closed -$3.03M – 201
2025
Q3 		$3.03M Sell
10,115
-74
-0.7% -$21.1K 0.79% 27
2025
Q2 		$3.2M Buy
+10,189
New +$2.54M 0.97% 26
2021
Q1 		– Sell
-4,117
Closed -$822K – 188
2020
Q4 		$822K Buy
+4,117
New +$655K 0.48% 70

Other funds holding ZS

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

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

TriaGen Wealth Management sold out of Zscaler (ZS) in Q4 2025, closing a stake of 10,115 shares — an estimated $3.03M sold.

TriaGen Wealth Management first reported a position in ZS in Q4 2020 and held it in 3 quarters. The position peaked at $3.2M in Q2 2025. 888 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • TriaGen Wealth Management reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 10,115 Zscaler shares in Q4 2025, an estimated $3.03M.
  • TriaGen Wealth Management first reported a position in Zscaler in Q4 2020 and held it in 3 quarters.
  • TriaGen Wealth Management's Zscaler position peaked at $3.2M in Q2 2025.
  • 888 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

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