Position in AVGO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,126,072
+$128,522 QoQ
Shares Held
2,981
-7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,027
of 1,599 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TriaGen Wealth Management LLC holds $21,617,414 across 9 Semiconductors names. AVGO ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
49,597 | $9,923,863 | |
| 2 | MU |
Micron Technology Inc
|
2,829 | $3,265,486 | |
| 3 | INTC |
Intel Corp
|
17,346 | $2,422,021 | |
| 4 | ALGM |
Allegro Microsystems, Inc.
|
21,186 | $1,474,969 | |
| 5 | WOLF |
Wolfspeed, Inc.
|
25,077 | $1,209,965 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
4,029 | $1,200,198 | |
| 7 | AVGO |
Broadcom Inc.
This page
|
2,981 | $1,126,072 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
1,082 | $628,544 |
All Filings in AVGO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,072 | 2,981 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $997,550 | 3,223 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,115,480 | 3,223 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,055,626 | 9,262 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $815,648 | 2,959 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $223,030 | 962 | Shares | Sole | 2025-01-23 | |
| 2022-03-31 | $344,560 | 5,472 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $136,874 | 2,057 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $131,561 | 2,713 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $129,366 | 2,713 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||