Latest TriaGen Wealth Management LLC Stock Portfolio

TriaGen Wealth Management LLC Performance:

2026 Q1: 0.52%YTD: 0.52%2025: 10.42%

Performance for 2026 Q1 is 0.52%, and YTD is 0.52%, and 2025 is 10.42%.

About TriaGen Wealth Management LLC and 13F Hedge Fund Stock Holdings

TriaGen Wealth Management LLC is a hedge fund based in Calabasas, CA. On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, TriaGen Wealth Management LLC reported an equity portfolio of $366 Millions as of 31 Mar, 2026.

The top stock holdings of TriaGen Wealth Management LLC are AMPS, AAPL, BUYZ. The fund has invested 9.5% of it's portfolio in ISHARES TR and 8.2% of portfolio in APPLE INC.

The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR), DOMINOS PIZZA INC (DPZ) and CBRE GROUP INC (CBRE) stocks. They significantly reduced their stock positions in ADVANCED MICRO DEVICES INC (AMD), GE AEROSPACE (GE) and FIRST TR EXCHANGE TRADED FD (AIRR). TriaGen Wealth Management LLC opened new stock positions in DIREXION SHARES ETF TRUST (COM), ISHARES TR (AAXJ) and CELSIUS HLDGS INC (CELH). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), NEXTERA ENERGY INC (NEE) and INVESCO QQQ TR (QQQ).

TriaGen Wealth Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that TriaGen Wealth Management LLC made a return of 0.52% in the last quarter. In trailing 12 months, it's portfolio return was 14.25%.

Performance
S&P 500

New Buys

Ticker	$ Bought
direxion shares etf trust	3,882,300
ishares tr	1,650,160
celsius hldgs inc	1,444,040
hca healthcare inc	1,296,200
lam research corp	1,284,310
sandisk corp	1,213,500
first tr exchange-traded fd	1,194,080
first tr exchange traded fd	1,165,290

New stocks bought by TriaGen Wealth Management LLC

Additions

Ticker	% Inc.
spdr series trust	557
nextera energy inc	428
invesco qqq tr	251
micron technology inc	101
enphase energy inc	97.49
blackrock etf trust ii	51.32
ishares tr	39.39
texas pacific land corporati	35.98

Additions to existing portfolio by TriaGen Wealth Management LLC

Reductions

Ticker	% Reduced
advanced micro devices inc	-67.78
ge aerospace	-61.49
first tr exchange traded fd	-54.72
canadian nat res ltd med ter	-52.89
mcdonalds corp	-45.26
chevron corporation	-33.15
apple inc	-30.96
boeing co	-25.31

TriaGen Wealth Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchange traded fd	-2,255,180
kohls corp	-979,823
first tr exchange traded fd	-2,332,710
interactive brokers group in	-2,045,060
medtronic plc	-2,419,370
boston scientific corp	-2,252,070
palantir technologies inc	-4,009,860
cbre group inc	-2,529,230

TriaGen Wealth Management LLC got rid off the above stocks

Sector Distribution

TriaGen Wealth Management LLC has about 49.8% of it's holdings in Others sector.

Sector	%
Others	49.8
Technology	15.2
Utilities	11.6
Healthcare	4.2
Financial Services	3.5
Communication Services	3.4
Consumer Cyclical	3.2
Consumer Defensive	2.8
Basic Materials	2.3
Energy	2.1
Industrials	1.7

Market Cap. Distribution

TriaGen Wealth Management LLC has about 39.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	49.1
MEGA-CAP	23
LARGE-CAP	16.1
MID-CAP	11.3

Stocks belong to which Index?

About 46% of the stocks held by TriaGen Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	54.1
S&P 500	36.2
RUSSELL 2000	9.8

Top 5 Winners (%)		%
LITE	lumentum hldgs inc	89.6 %
CIEN	ciena corp	65.2 %
WDC	western digital corp	56.8 %
TPL	texas pacific land corporati	52.1 %
XOM	exxon mobil corp	40.7 %

Top 5 Winners ($)		$
CVX	chevron corporation	1.5 M
LITE	lumentum hldgs inc	1.3 M
CNQ	canadian nat res ltd med ter	1.2 M
TPL	texas pacific land corporati	0.9 M
BLDG	cambria etf tr	0.9 M

Top 5 Losers (%)		%
SLQT	selectquote inc	-55.4 %
MKC	mccormick & co inc	-25.9 %
COF	capital one finl corp	-24.4 %
ORCL	oracle corp	-23.4 %
MSFT	microsoft corp	-22.7 %

Top 5 Losers ($)		$
AAPL	apple inc	-2.6 M
FNDA	schwab strategic tr	-1.3 M
SLQT	selectquote inc	-0.8 M
MSFT	microsoft corp	-0.7 M
EDV	vanguard world fd	-0.7 M

TriaGen Wealth Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of TriaGen Wealth Management LLC

TriaGen Wealth Management LLC has 171 stocks in it's portfolio. About 45.7% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for TriaGen Wealth Management LLC last quarter.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.27	14,782	980,490	new

AAPL	apple inc	8.21	118,442	30,059,300	reduced	-30.96

AAXJ	ishares tr	0.45	27,879	1,650,160	new

AAXJ	ishares tr	0.25	8,541	909,617	unchanged	0.00

AAXJ	ishares tr	0.18	4,869	643,225	reduced	-5.8

ABBV	abbvie inc	0.18	3,120	678,572	reduced	-1.48

ABC	cencora inc	0.68	7,943	2,495,210	reduced	-5.24

ABNB	airbnb inc	0.59	17,070	2,155,600	reduced	-10.13

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

ACHC	acadia healthcare company in	0.25	38,543	901,521	new

ACWF	ishares tr	3.22	168,002	11,790,400	added	3.52

ACWF	ishares tr	0.41	35,196	1,489,140	added	4.1

ACWV	ishares inc	0.07	6,655	262,074	added	2.35

ADSK	autodesk inc	0.00	0.00	0.00	sold off	-100

AFL	aflac inc	0.11	3,735	409,798	unchanged	0.00

AGGH	simplify exchange traded fun	0.98	118,288	3,574,660	added	2.94

AGT	ishares tr	0.64	24,668	2,358,750	reduced	-1.58

AGT	ishares tr	0.25	33,887	905,461	added	5.06

AIRR	first tr exchange traded fd	0.32	30,577	1,165,290	new

AIRR	first tr exchange traded fd	0.32	7,892	1,163,830	reduced	-54.72