TriaGen Wealth Management LLC

Position in MS — Morgan Stanley

CIK 1843848 Calabasas, CA

Position in MS

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

Position Value

$2,568,892

+$1,701,938 QoQ

Shares Held

12,289

+133.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#986

of 2,723 holders

Holding Since

Dec 2020

23 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. MS ranks #1 (48.9% of the industry book) .

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

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,568,892	12,289	+133.3%	Shares	Sole	2026-07-21
2026-03-31	$866,954	5,268	0.0%	Shares	Sole	2026-04-29
2025-12-31	$935,228	5,268	-8.7%	Shares	Sole	2026-01-27
2025-09-30	$916,881	5,768	-0.1%	Shares	Sole	2025-10-22
2025-06-30	$812,903	5,771	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$672,952	5,768	-18.4%	Shares	Sole	2025-05-13
2024-12-31	$888,588	7,068	0.0%	Shares	Sole	2025-01-23
2024-09-30	$736,768	7,068	0.0%	Shares	Sole	2024-10-18
2024-06-30	$686,938	7,068	-0.5%	Shares	Sole	2024-07-18
2024-03-31	$669,006	7,105	0.0%	Shares	Sole	2024-04-23
2023-12-31	$662,541	7,105	+2.9%	Shares	Sole	2024-01-23
2023-09-30	$563,931	6,905	0.0%	Shares	Sole	2023-10-23
2023-06-30	$589,687	6,905	0.0%	Shares	Sole	2023-08-08
2023-03-31	$606,259	6,905	+0.5%	Shares	Sole	2023-04-24
2022-12-31	$583,917	6,868	0.0%	Shares	Sole	2023-02-09
2022-09-30	$542,640	6,868	-3.6%	Shares	Sole	2022-10-21
2022-06-30	$542,003	7,126	0.0%	Shares	Sole	2022-07-29
2022-03-31	$622,812	7,126	+0.5%	Shares	Sole	2022-04-29
2021-12-31	$696,248	7,093	-36.4%	Shares	Sole	2022-02-09
2021-09-30	$1,085,006	11,150	+55.0%	Shares	Sole	2021-11-10
2021-06-30	$659,526	7,193	-25.4%	Shares	Sole	2021-08-02
2021-03-31	$749,108	9,646	-4.6%	Shares	Sole	2021-04-26
2020-12-31	$692,701	10,108	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.