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TriaGen Wealth Management LLC

Position in SLQT — SelectQuote, Inc.

CIK 1843848 Calabasas, CA

Position in SLQT

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$887,675
+$222,710 QoQ
Shares Held
1,055,500
0.0% QoQ
Ownership
0.599%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1
of 23 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SLQT Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

TriaGen Wealth Management LLC holds $887,675 across 1 Insurance Brokers name. SLQT ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SLQT
SelectQuote, Inc.
This page
1,055,500 $887,675

All Filings in SLQT

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $887,675 1,055,500
2026-03-31 $664,965 1,055,500
2025-12-31 $1,488,255 1,055,500
2025-09-30 $2,068,780 1,055,500
2025-06-30 $2,512,090 1,055,500
2025-03-31 $118,570 35,500
2024-12-31 $150,660 40,500
2024-09-30 $87,885 40,500
2024-06-30 $99,912 36,200
2024-03-31 $101,000 50,500
2023-12-31 $55,485 40,500
2023-09-30 $23,985 20,500
2023-06-30 $20,475 10,500
2023-03-31 $22,785 10,500
2022-12-31 $7,056 10,500
2022-09-30 $7,665 10,500
2022-06-30 $26,040 10,500