TriaGen Wealth Management LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1843848
Calabasas, CA
Position in WBD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$980,234
-$27,218 QoQ
Shares Held
36,768
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#535
of 1,306 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026TriaGen Wealth Management LLC holds $4,342,631 across 2 Entertainment names. WBD ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
34,934 | $3,362,397 | |
| 2 | WBD |
Warner Bros. Discovery, Inc.
This page
|
36,768 | $980,234 |
All Filings in WBD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,234 | 36,768 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,007,452 | 36,688 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,077,522 | 37,388 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $443,389 | 22,703 | Shares | Sole | 2025-10-22 | |
| 2023-03-31 | $196,692 | 13,026 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||