TriaGen Wealth Management LLC - Portfolio overview

TriaGen Wealth Management LLC has 219 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. FLOT - ISHARES TR, 8.03%
2. AAPL - APPLE INC, 6.94%
3. DIVI - FRANKLIN TEMPLETON ETF TR, 5.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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