TriaGen Wealth Management LLC

Position in ALL — Allstate Corp

CIK 1843848 Calabasas, CA

Position in ALL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$478,497

+$65,269 QoQ

Shares Held

2,011

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,003

of 1,742 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TriaGen Wealth Management LLC holds $681,850 across 2 Insurance - Property & Casualty names. ALL ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ALL	Allstate Corp This page	2,011	$478,497
2	TRV	Travelers Companies, Inc.	616	$203,353

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,497	2,011	+0.9%	Shares	Sole	2026-07-21
2026-03-31	$413,228	1,993	0.0%	Shares	Sole	2026-04-29
2025-12-31	$414,842	1,993	+0.4%	Shares	Sole	2026-01-27
2025-09-30	$426,294	1,986	0.0%	Shares	Sole	2025-10-22
2025-06-30	$399,801	1,986	0.0%	Shares	Sole	2025-07-23
2025-03-31	$411,241	1,986	0.0%	Shares	Sole	2025-05-13
2024-12-31	$382,880	1,986	0.0%	Shares	Sole	2025-01-23
2024-09-30	$376,644	1,986	0.0%	Shares	Sole	2024-10-18
2024-06-30	$317,084	1,986	+2.9%	Shares	Sole	2024-07-18
2024-03-31	$333,909	1,930	0.0%	Shares	Sole	2024-04-23
2023-12-31	$270,161	1,930	+16.5%	Shares	Sole	2024-01-23
2022-12-31	$224,689	1,657	+0.7%	Shares	Sole	2023-02-09
2022-09-30	$204,851	1,645	0.0%	Shares	Sole	2022-10-21
2022-06-30	$208,470	1,645	-89.5%	Shares	Sole	2022-07-29
2022-03-31	$2,169,897	15,666	+852.3%	Shares	Sole	2022-04-29
2021-09-30	$209,424	1,645	0.0%	Shares	Sole	2021-11-10
2021-06-30	$214,573	1,645	-20.1%	Shares	Sole	2021-08-02
2020-12-31	$226,455	2,060	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.