Tria Gen Wealth Management LLC Incresed Positions in Q2 2025

Tria Gen Wealth Management LLC

  • $307 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TTWO
Take Two Interactive Software Inc

Communication Services
15.5K
+ 510.74%
$194.58 - $243.05 $3.02M - $3.77M
18.5K $4.5M
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
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
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
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
DGRO
Ishares Core Dividend Growth E

ETFs
7.15K
+ 5.28%
$55.22 - $63.94 $395K - $457K
142K $9.11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10K
+ 43.51%
$50.36 - $50.68 $504K - $507K
33K $1.67M
COST
Costco Wholesale Corp

Consumer Defensive
292
+ 6.68%
$908.13 - $1056.85 $265K - $309K
4.66K $4.62M
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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.51K
+ 5.37%
$77.94 - $79.5 $196K - $200K
49.3K $3.92M
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.41K
+ 9.9%
$33.89 - $46.39 $47.6K - $65.2K
15.6K $723K
NEM
Newmont Corp

Basic Materials
1.89K
+ 20.16%
$44.18 - $59.46 $83.3K - $112K
11.2K $655K
GOOGL
Alphabet Inc.

Communication Services
525
+ 10.74%
$144.7 - $178.6 $76K - $93.8K
5.41K $954K
SSRM
Ssr Mining Inc.

Basic Materials
1.22K
+ 2.13%
$9.09 - $13.07 $11.1K - $15.9K
58.6K $745K
HD
Home Depot, Inc.

Consumer Cyclical
415
+ 20.7%
$335.24 - $380.78 $139K - $158K
2.42K $887K
IBM
International Business Machines Corp

Technology
59
+ 2.15%
$221.03 - $294.78 $13K - $17.4K
2.81K $826K
CEG
Constellation Energy Corp

Utilities
11
+ 0.98%
$170.96 - $322.76 $1.88K - $3.55K
1.14K $366K
MS
Morgan Stanley

Financial Services
3
+ 0.05%
$99.83 - $140.86 $299 - $423
5.77K $812K
PM
Philip Morris International Inc.

Consumer Defensive
491
+ 25.28%
$149.23 - $184.95 $73.3K - $90.8K
2.43K $443K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.09K
+ 4.62%
$79.56 - $82.92 $87K - $90.6K
24.7K $2.05M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.39K
+ 4.78%
$45.2 - $46.6 $108K - $111K
52.4K $2.43M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.25K
+ 6.48%
$82.21 - $83.12 $103K - $104K
20.5K $1.7M
GOOG
Alphabet Inc.

Communication Services
127
+ 3.22%
$146.58 - $180.01 $18.6K - $22.9K
4.07K $721K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.67K
+ 5.13%
$40.82 - $43.14 $68K - $71.9K
34.1K $1.47M
JNJ
Johnson & Johnson

Healthcare
917
+ 22.3%
$146.36 - $159.82 $134K - $147K
5.03K $768K
CSCO
Cisco Systems, Inc.

Technology
423
+ 6.77%
$53.19 - $69.38 $22.5K - $29.3K
6.67K $462K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.75K
+ 5.05%
$25.27 - $27.14 $44.3K - $47.6K
36.5K $990K
PG
Procter & Gamble CO

Consumer Defensive
690
+ 14.14%
$157.66 - $172.39 $109K - $119K
5.57K $887K
BAC
Bank Of America Corp

Financial Services
260
+ 3.37%
$34.39 - $47.46 $8.94K - $12.3K
7.96K $376K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.03K
+ 4.07%
$50.1 - $51.02 $51.8K - $52.8K
26.4K $1.35M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
21
+ 0.18%
$30.87 - $39.17 $648 - $823
11.8K $460K
IEF
Ishares Barclays

ETFs
419
+ 4.58%
$93.15 - $96.56 $39K - $40.5K
9.57K $916K
NUSC
Nuveen Esg Small Cap ETF

ETFs
28
+ 0.18%
$33.38 - $40.81 $935 - $1.14K
15.3K $624K
CSX
Csx Corp

Industrials
19
+ 0.18%
$26.69 - $32.91 $507 - $625
10.8K $353K
ED
Consolidated Edison Inc

Utilities
883
+ 16.59%
$98.05 - $113.3 $86.6K - $100K
6.21K $622K
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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