Position in EW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,322,379
-$1,704,924 QoQ
Shares Held
25,673
-49.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#445
of 1,315 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026TriaGen Wealth Management LLC holds $2,322,379 across 1 Medical Devices name. EW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
This page
|
25,673 | $2,322,379 |
All Filings in EW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,322,379 | 25,673 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,027,303 | 50,291 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,552,179 | 53,398 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||