Tria Gen Wealth Management LLC Purchases in Q3 2025

Tria Gen Wealth Management LLC

  • $355 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
181K
+ 683.24%
$50.82 - $51.09 $9.18M - $9.23M
207K $10.6M
CTVA
Corteva, Inc.

Basic Materials
63.3K
New
$67.08 - $77.12 $4.25M - $4.88M
63.3K $4.28M
CVX
Chevron Corp

Energy
20.6K
+ 165.73%
$145.57 - $161.83 $3M - $3.33M
33K $5.12M
CTA
Simplify Exch Traded Fds Simpl

ETFs
101K
New
$26.46 - $28.43 $2.67M - $2.87M
101K $2.82M
SHOP
Shopify Inc.

Technology
17.2K
New
$112.11 - $157.12 $1.93M - $2.71M
17.2K $2.56M
AVGO
Broadcom Inc.

Technology
6.3K
+ 213.01%
$264.74 - $369.57 $1.67M - $2.33M
9.26K $3.06M
IBKR
Interactive Brokers Group, Inc.

Financial Services
31.8K
New
$56.32 - $68.81 $1.79M - $2.19M
31.8K $2.19M
COF
Capital One Financial Corp

Financial Services
10.2K
+ 380.99%
$207.29 - $229.74 $2.12M - $2.35M
12.9K $2.74M
META
Meta Platforms, Inc.

Communication Services
2.88K
+ 532.41%
$695.21 - $791.73 $2M - $2.28M
3.42K $2.51M
EXEL
Exelixis, Inc.

Healthcare
49K
New
$36.22 - $46.25 $1.77M - $2.27M
49K $2.02M
NKE
Nike, Inc.

Consumer Cyclical
28K
+ 809.72%
$69.24 - $79.24 $1.94M - $2.22M
31.5K $2.19M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
44.6K
+ 19.0%
$35.94 - $38.52 $1.6M - $1.72M
280K $10.4M
JPIB
Jpmorgan International Bond Op

ETFs
34.1K
New
$48.32 - $49.13 $1.65M - $1.67M
34.1K $1.67M
DGRO
Ishares Core Dividend Growth E

ETFs
12.4K
+ 8.72%
$64.12 - $68.08 $797K - $846K
155K $10.5M
GILD
Gilead Sciences, Inc.

Healthcare
11.5K
New
$108.22 - $120.47 $1.24M - $1.38M
11.5K $1.27M
IAU
Ishares Gold Trust

ETFs
5.62K
+ 6.81%
$61.62 - $72.77 $346K - $409K
88.2K $6.42M
COIN
Coinbase Global, Inc.

Technology
3.61K
+ 180.04%
$297.99 - $419.78 $1.08M - $1.51M
5.61K $1.89M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.71K
+ 1.24%
$28.92 - $32.19 $136K - $152K
383K $12.2M
VO
Vanguard Mid Cap ETF

ETFs
1.59K
+ 3.18%
$279.83 - $293.74 $444K - $466K
51.5K $15.1M
MGC
Vanguard Mega Cap ETF

ETFs
501
+ 1.06%
$224.2 - $245.55 $112K - $123K
47.6K $11.6M
MA
Mastercard Inc

Financial Services
1.7K
+ 39.91%
$550.18 - $598.96 $934K - $1.02M
5.95K $3.39M
VB
Vanguard Small Cap ETF

ETFs
1.45K
+ 4.13%
$237.58 - $259.17 $344K - $375K
36.5K $9.28M
KSS
Kohls Corp

Consumer Cyclical
47.5K
New
$9.02 - $17.38 $428K - $825K
47.5K $729K
AMZN
Amazon Com Inc

Consumer Cyclical
3.23K
+ 38.43%
$211.65 - $238.24 $684K - $770K
11.6K $2.55M
VBR
Vanguard Small Cap Value ETF

ETFs
1.55K
+ 8.28%
$195.41 - $212.37 $302K - $329K
20.3K $4.23M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.97K
New
$231.35 - $253.24 $455K - $498K
1.97K $481K
ABT
Abbott Laboratories

Healthcare
3.6K
+ 216.16%
$120.51 - $136.62 $434K - $492K
5.26K $705K
HOOD
Robinhood Markets, Inc.

Technology
340
+ 4.02%
$91.27 - $143.18 $31K - $48.7K
8.79K $1.26M
PLTR
Palantir Technologies Inc.

Technology
3
+ 0.03%
$130.68 - $186.97 $392 - $561
9.97K $1.82M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
17.5K
New
$24.87 - $25.69 $435K - $449K
17.5K $445K
WBD
Warner Bros. Discovery, Inc.

Communication Services
22.7K
New
$10.78 - $19.82 $245K - $450K
22.7K $443K
VRT
Vertiv Holdings CO

Industrials
4.62K
New
N/A
4.62K $399K
UNH
Unitedhealth Group Inc

Healthcare
948
New
$237.77 - $353.61 $225K - $335K
948 $327K
NEM
Newmont Corp

Basic Materials
365
+ 3.25%
$57.35 - $85.25 $20.9K - $31.1K
11.6K $978K
TTWO
Take Two Interactive Software Inc

Communication Services
46
+ 0.25%
$217.37 - $259.96 $10K - $12K
18.6K $4.8M
CRM
Salesforce, Inc.

Technology
1.19K
New
$231.66 - $273.65 $275K - $324K
1.19K $280K
LITE
Lumentum Holdings Inc.

Technology
1.66K
New
$90.44 - $171.5 $150K - $284K
1.66K $269K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
6.35K
New
$38.58 - $40.06 $245K - $254K
6.35K $252K
GE
General Electric CO

Industrials
5
+ 0.09%
$244.75 - $305.63 $1.22K - $1.53K
5.6K $1.68M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.45K
+ 8.5%
$45.72 - $47.27 $203K - $210K
56.8K $2.67M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.34K
+ 9.44%
$81.75 - $84.54 $191K - $198K
27.1K $2.28M
TQQQ
Proshares Ultrapro Qqq

ETFs
2K
New
$80.89 - $104.72 $162K - $209K
2K $206K
NRG
Nrg Energy, Inc.

Utilities
1.26K
New
$144.77 - $173.91 $182K - $219K
1.26K $203K
CELH
Celsius Holdings, Inc.

Consumer Defensive
218
+ 1.4%
$42.74 - $62.88 $9.32K - $13.7K
15.8K $909K
AAP
Advance Auto Parts Inc

Consumer Cyclical
331
+ 3.04%
$49.01 - $66.5 $16.2K - $22K
11.2K $688K
IEF
Ishares Barclays

ETFs
1.77K
+ 18.46%
$93.91 - $97.26 $166K - $172K
11.3K $1.09M
QS
Quantum Scape Corp

Consumer Cyclical
14.4K
New
$6.36 - $14.64 $91.5K - $211K
14.4K $177K
SHW
Sherwin Williams CO

Basic Materials
328
+ 10.64%
$330.88 - $375.23 $109K - $123K
3.41K $1.18M
HII
Huntington Ingalls Industries, Inc.

Industrials
93
+ 5.04%
$246.31 - $287.91 $22.9K - $26.8K
1.94K $558K
Activity Summary
Buys All Purchases 69 New Holdings 20 Increased Positions 49 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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