Tria Gen Wealth Management LLC Purchases in Q2 2025

Tria Gen Wealth Management LLC

  • $307 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EA
Electronic Arts Inc.

Communication Services
29.1K
New
$132.53 - $159.7 $3.85M - $4.64M
29.1K $4.64M
CBRE
Cbre Group, Inc.

Real Estate
31.8K
New
$113.94 - $140.12 $3.62M - $4.46M
31.8K $4.46M
XEL
Xcel Energy Inc

Utilities
62.5K
New
$65.65 - $72.39 $4.1M - $4.52M
62.5K $4.25M
RMD
Resmed Inc

Healthcare
15.6K
New
$204.54 - $258.0 $3.19M - $4.03M
15.6K $4.03M
DPZ
Dominos Pizza Inc

Consumer Cyclical
8.9K
New
$430.72 - $497.52 $3.83M - $4.43M
8.9K $4.01M
TTWO
Take Two Interactive Software Inc

Communication Services
15.5K
+ 510.74%
$194.58 - $243.05 $3.02M - $3.77M
18.5K $4.5M
ZS
Zscaler, Inc.

Technology
10.2K
New
$174.67 - $315.32 $1.78M - $3.21M
10.2K $3.2M
LNG
Cheniere Energy, Inc.

Energy
10.1K
+ 119.29%
$197.25 - $244.33 $2M - $2.47M
18.6K $4.53M
SLQT
Select Quote, Inc.

Financial Services
1.02M
+ 2873.24%
$2.12 - $3.52 $2.16M - $3.59M
1.06M $2.51M
EBAY
Ebay Inc

Consumer Cyclical
32K
New
$59.52 - $79.36 $1.91M - $2.54M
32K $2.39M
VO
Vanguard Mid Cap ETF

ETFs
3.57K
+ 7.7%
$228.54 - $279.83 $815K - $998K
49.9K $14M
WMT
Walmart Inc.

Consumer Defensive
19.8K
+ 552.37%
$81.79 - $99.98 $1.62M - $1.98M
23.4K $2.29M
CHK
Chesapeake Energy Corp

Energy
18.6K
New
N/A
18.6K $1.59M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
17.7K
+ 8.13%
$27.65 - $36.12 $488K - $638K
235K $8.48M
MSFT
Microsoft Corp

Technology
1.54K
+ 31.21%
$354.56 - $497.45 $546K - $766K
6.48K $3.22M
MGC
Vanguard Mega Cap ETF

ETFs
1.04K
+ 2.26%
$179.23 - $224.92 $187K - $234K
47.1K $10.6M
FDN
First Tr Fd Dow Jones

ETFs
3.62K
+ 68.01%
$200.29 - $269.33 $726K - $976K
8.95K $2.41M
FXR
First Trust Industrials/Produc

ETFs
13.9K
+ 85.62%
$60.85 - $74.22 $847K - $1.03M
30.2K $2.24M
FXU
First Tr Exchange Traded Fd Ut

ETFs
25.1K
+ 92.17%
$37.86 - $43.29 $950K - $1.09M
52.3K $2.22M
FXO
First Tr Exchange Traded Fd Fi

ETFs
18.3K
+ 83.45%
$45.9 - $56.06 $841K - $1.03M
40.3K $2.26M
VB
Vanguard Small Cap ETF

ETFs
1.67K
+ 5.02%
$193.73 - $237.37 $324K - $397K
35K $8.3M
DIS
Walt Disney CO

Communication Services
1.29K
+ 4.52%
$81.72 - $124.01 $106K - $160K
29.9K $3.71M
CAR
Avis Budget Group, Inc.

Industrials
5.04K
New
$62.86 - $179.3 $317K - $903K
5.04K $851K
VEA
Vanguard Ftse Developed Market

ETFs
14.4K
New
$45.65 - $57.01 $655K - $818K
14.4K $818K
AVGO
Broadcom Inc.

Technology
2.96K
New
$146.29 - $275.65 $433K - $816K
2.96K $815K
HOOD
Robinhood Markets, Inc.

Technology
8.45K
New
$34.17 - $93.63 $289K - $792K
8.45K $791K
DGRO
Ishares Core Dividend Growth E

ETFs
7.15K
+ 5.28%
$55.22 - $63.94 $395K - $457K
142K $9.11M
DG
Dollar General Corp

Consumer Defensive
6.16K
New
$86.02 - $114.95 $530K - $708K
6.16K $704K
COIN
Coinbase Global, Inc.

Technology
2K
New
$151.47 - $375.07 $304K - $752K
2K $702K
COF
Capital One Financial Corp

Financial Services
2.68K
New
$150.57 - $212.76 $404K - $571K
2.68K $570K
MCHP
Microchip Technology Inc

Technology
7.98K
New
$35.34 - $71.6 $282K - $571K
7.98K $561K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10K
+ 43.51%
$50.36 - $50.68 $504K - $507K
33K $1.67M
AAP
Advance Auto Parts Inc

Consumer Cyclical
10.9K
New
$30.31 - $53.25 $330K - $580K
10.9K $506K
COST
Costco Wholesale Corp

Consumer Defensive
292
+ 6.68%
$908.13 - $1056.85 $265K - $309K
4.66K $4.62M
CERT
Certara, Inc.

Healthcare
40.6K
New
$9.05 - $14.47 $368K - $588K
40.6K $475K
AMT
American Tower Corp

Real Estate
2.09K
New
$203.96 - $228.19 $427K - $478K
2.09K $462K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.85K
New
$183.31 - $241.46 $339K - $446K
1.85K $445K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.63K
New
$39.89 - $49.46 $344K - $427K
8.63K $426K
SCHW
Schwab Charles Corp

Financial Services
3.78K
New
$69.06 - $91.24 $261K - $345K
3.78K $344K
IAU
Ishares Gold Trust

ETFs
1.08K
+ 1.32%
$56.1 - $64.74 $60.4K - $69.7K
82.6K $5.15M
AMZN
Amazon Com Inc

Consumer Cyclical
504
+ 6.38%
$167.32 - $223.3 $84.3K - $113K
8.4K $1.84M
ABNB
Airbnb, Inc.

Consumer Cyclical
907
+ 5.47%
$105.69 - $140.64 $95.9K - $128K
17.5K $2.32M
GE
General Electric CO

Industrials
23
+ 0.41%
$166.81 - $257.39 $3.84K - $5.92K
5.59K $1.44M
ORCL
Oracle Corp

Technology
104
+ 2.9%
$122.82 - $218.63 $12.8K - $22.7K
3.7K $808K
VTI
Vanguard Total Stock Market Et

ETFs
89
+ 0.95%
$243.75 - $303.93 $21.7K - $27K
9.5K $2.89M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
9.4K
+ 11.88%
$24.61 - $25.89 $231K - $243K
88.5K $2.28M
NKE
Nike, Inc.

Consumer Cyclical
3.46K
New
$53.27 - $72.04 $184K - $249K
3.46K $245K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.08K
New
$141.37 - $228.57 $153K - $247K
1.08K $244K
VICI
Vici Properties Inc.

Real Estate
7.13K
New
$29.41 - $32.97 $210K - $235K
7.13K $232K
Activity Summary
Buys All Purchases 109 New Holdings 30 Increased Positions 79 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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