TriaGen Wealth Management LLC

Q2 2026 13F Holdings

Location
Calabasas, CA
Holdings as of
6/30/2026
Value
$400M
Value excl. options
$399M
Num holdings
185
Date filed
7/21/2026
Form type
13F-HR
Prev filing
4/29/2026
Next filing
10/14/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type