TriaGen Wealth Management LLC
Position in COF — Capital One Financial Corp
CIK 1843848
Calabasas, CA
Position in COF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$515,192
+$44,706 QoQ
Shares Held
2,568
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,242
of 2,096 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TriaGen Wealth Management LLC holds $7,767,938 across 3 Credit Services names. COF ranks #3 (6.6% of the industry book) .
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,192 | 2,568 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $470,486 | 2,579 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $643,708 | 2,656 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,743,344 | 12,905 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $570,835 | 2,683 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||