Position in HOOD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$905,728
-$87,855 QoQ
Shares Held
9,032
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#698
of 1,386 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TriaGen Wealth Management LLC holds $5,252,493 across 4 Capital Markets names. HOOD ranks #3 (17.2% of the industry book) .
All Filings in HOOD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $905,728 | 9,032 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $993,583 | 8,785 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,259,124 | 8,794 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $791,548 | 8,454 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||