TriaGen Wealth Management LLC

Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF

CIK 1843848 Calabasas, CA

Position in BIL

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$3,271,548

+$2,775,721 QoQ

Shares Held

35,700

+557.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,271,548	35,700	+557.9%	Shares	Sole	2026-04-29
2025-12-31	$495,827	5,426	+85.1%	Shares	Sole	2026-01-27
2025-03-31	$268,952	2,932	-1.5%	Shares	Sole	2025-05-13
2024-12-31	$272,095	2,976	-9.4%	Shares	Sole	2025-01-23
2024-09-30	$301,687	3,286	-7.6%	Shares	Sole	2024-10-18
2024-06-30	$326,369	3,556	-9.4%	Shares	Sole	2024-07-18
2024-03-31	$360,131	3,923	-2.3%	Shares	Sole	2024-04-23
2023-12-31	$366,839	4,014	-37.3%	Shares	Sole	2024-01-23
2023-09-30	$587,556	6,399	+1.2%	Shares	Sole	2023-10-23
2023-06-30	$580,486	6,322	-4.8%	Shares	Sole	2023-08-08
2023-03-31	$610,052	6,644	+4.9%	Shares	Sole	2023-04-24
2022-12-31	$579,096	6,331	-19.1%	Shares	Sole	2023-02-09
2022-09-30	$717,228	7,830	-4.6%	Shares	Sole	2022-10-21
2022-06-30	$751,041	8,209	-4.5%	Shares	Sole	2022-07-29
2022-03-31	$786,206	8,599	-16.2%	Shares	Sole	2022-04-29
2021-12-31	$938,071	10,260	-12.8%	Shares	Sole	2022-02-09
2021-09-30	$1,075,935	11,764	-6.2%	Shares	Sole	2021-11-10
2021-06-30	$1,146,850	12,538	-44.8%	Shares	Sole	2021-08-02
2021-03-31	$2,078,148	22,712	-19.6%	Shares	Sole	2021-04-26
2020-12-31	$2,585,531	28,251	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.