TriaGen Wealth Management LLC
CIK
1843848
City
Calabasas
State / Country
CA
Top Portfolio Positions
117 positions ·
$169,898,812 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
118,442 | $30,059,395 | 17.69% | |
| IAU |
Ishares Gold Trust
|
88,036 | $7,761,253 | 4.57% | |
| NVDA |
Nvidia Corp
Technology
|
40,185 | $7,008,264 | 4.12% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,066 | $6,044,344 | 3.56% | |
| CVX |
Chevron Corp
Energy
|
21,397 | $4,427,039 | 2.61% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
50,291 | $4,027,303 | 2.37% | |
| DIS |
Walt Disney Co
Communication Services
|
33,505 | $3,229,211 | 1.90% | |
| MA |
Mastercard Inc
Financial Services
|
5,648 | $2,822,079 | 1.66% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
4,008 | $2,816,662 | 1.66% | |
| MCK |
Mckesson Corp
Healthcare
|
3,218 | $2,784,728 | 1.64% |
Portfolio Trend
22 quarters · across all stocks
Holdings in VCV
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,532 | 10,300 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $114,639 | 10,300 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $109,077 | 10,300 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $106,811 | 10,300 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $109,283 | 10,300 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $112,682 | 10,300 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $112,167 | 10,300 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $107,326 | 10,300 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $102,588 | 10,300 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $100,940 | 10,300 | Shares | Sole | 2024-01-23 | |
| 2022-06-30 | $117,722 | 11,148 | Shares | Sole | 2022-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||