TriaGen Wealth Management LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1843848 Calabasas, CA

Position in IBKR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,438,597

-$606,461 QoQ

Shares Held

16,528

-48.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#513

of 1,105 holders

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TriaGen Wealth Management LLC holds $5,252,493 across 4 Capital Markets names. IBKR ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	12,289	$2,568,892
2	IBKR	Interactive Brokers Group, Inc. This page	16,528	$1,438,597
3	HOOD	Robinhood Markets, Inc.	9,032	$905,728
4	SCHW	Schwab Charles Corp	3,677	$339,276

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,438,597	16,528	-48.0%	Shares	Sole	2026-07-21
2025-12-31	$2,045,058	31,800	0.0%	Shares	Sole	2026-01-27
2025-09-30	$2,188,158	31,800	+8.9%	Shares	Sole	2025-10-22
2023-09-30	$2,528,590	29,212	+208.6%	Shares	Sole	2023-10-23
2023-06-30	$786,423	9,467	+167.3%	Shares	Sole	2023-08-08
2023-03-31	$292,427	3,542	-5.5%	Shares	Sole	2023-04-24
2022-12-31	$271,312	3,750	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.