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Manager record

TriaGen Wealth Management LLC

Calabasas, CA · CIK 1843848 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$413.08MReported 13F valueQ3 2026 · as filed
189Holdings listed
+3.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $330.1M$330.1MQ2 2025171 holdingsQ3 2025: $383.3M$383.3MQ3 2025183 holdingsQ4 2025: $386.6M$386.6MQ4 2025176 holdingsQ1 2026: $366.0M$366.0MQ1 2026171 holdingsQ2 2026: $399.8M$399.8MQ2 2026185 holdingsQ3 2026: $413.1M$413.1MQ3 2026189 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 14 2026 13F-HR · period Q3 2026

$413.08M · 189 holdings listed · View original SEC filing ↗
Jul 21 2026 13F-HR · period Q2 2026

$399.83M · 185 holdings listed · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$366.05M · 171 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$386.58M · 176 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$383.35M · 183 holdings listed · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$330.14M · 171 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 14, 2026 · Change methodology