TriaGen Wealth Management LLC
CIK
0001843848
City
Calabasas
State / Country
CA
Holdings in QQQX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $229,871 | 8,060 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $300,714 | 10,951 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $289,872 | 10,951 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $260,086 | 10,951 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $296,224 | 10,951 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $275,089 | 10,951 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $274,651 | 10,951 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $264,357 | 10,951 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $253,515 | 10,951 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $246,068 | 10,951 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $241,197 | 9,675 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $231,619 | 9,675 | Shares | Sole | 2023-04-24 |