Tria Gen Wealth Management LLC Incresed Positions 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
CVX
Chevron Corp

Energy
20.6K
+ 165.73%
$145.57 - $161.83 $3M - $3.33M
33K $5.12M
AVGO
Broadcom Inc.

Technology
6.3K
+ 213.01%
$264.74 - $369.57 $1.67M - $2.33M
9.26K $3.06M
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
T
At&T Inc.

Communication Services
69.7K
+ 921.44%
$26.94 - $29.62 $1.88M - $2.06M
77.2K $2.18M
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
DGRO
Ishares Core Dividend Growth E

ETFs
12.4K
+ 8.72%
$64.12 - $68.08 $797K - $846K
155K $10.5M
IAU
Ishares Gold Trust

ETFs
5.62K
+ 6.81%
$61.62 - $72.77 $346K - $409K
88.2K $6.42M
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
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
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
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
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
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
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
DIS
Walt Disney CO

Communication Services
3.43K
+ 11.47%
$112.25 - $124.0 $385K - $425K
33.4K $3.82M
AZO
Autozone Inc

Consumer Cyclical
4
+ 3.1%
$3649.42 - $4354.54 $14.6K - $17.4K
133 $570K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.07K
+ 5.21%
$82.38 - $83.0 $88.1K - $88.8K
21.6K $1.79M
NFG
National Fuel Gas CO

Energy
55
+ 0.74%
$82.19 - $93.72 $4.52K - $5.15K
7.49K $691K
EDV
Vanguard Extended Duration Tre

ETFs
790
+ 22.07%
$63.28 - $69.5 $50K - $54.9K
4.37K $299K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
36
+ 0.31%
$39.06 - $43.42 $1.41K - $1.56K
11.8K $512K
AFL
Aflac Inc

Financial Services
254
+ 7.48%
$98.09 - $111.7 $24.9K - $28.4K
3.65K $407K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.85K
+ 10.57%
$118.3 - $142.16 $219K - $263K
19.4K $2.35M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
253
+ 0.77%
$50.47 - $50.74 $12.8K - $12.8K
33.2K $1.69M
JBL
Jabil Inc

Technology
63
+ 6.71%
$202.08 - $234.45 $12.7K - $14.8K
1K $217K
FLQH
Franklin Templeton Libertyq In

ETFs
111K
+ 23.79%
N/A
580K $0
Blackrock ETF Trust Ii
2.13K
+ 19.37%
N/A
13.1K $0
Dimensional ETF Trust
8.63K
+ 22.01%
N/A
47.8K $0
HRB
H&R Block Inc

Consumer Cyclical
326
+ 3.76%
$49.28 - $56.76 $16.1K - $18.5K
9.01K $455K
CAR
Avis Budget Group, Inc.

Industrials
33
+ 0.66%
$147.94 - $207.55 $4.88K - $6.85K
5.07K $814K
PGR
Progressive Corp

Financial Services
54
+ 2.1%
$238.61 - $264.3 $12.9K - $14.3K
2.62K $647K
PM
Philip Morris International Inc.

Consumer Defensive
20
+ 0.82%
$157.77 - $183.27 $3.16K - $3.67K
2.45K $397K
DG
Dollar General Corp

Consumer Defensive
159
+ 2.58%
$101.86 - $116.32 $16.2K - $18.5K
6.32K $652K
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
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email