Tria Gen Wealth Management LLC New Holdings 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
ZS
Zscaler, Inc.

Technology
10.2K
New
$174.67 - $315.32 $1.78M - $3.21M
10.2K $3.2M
EBAY
Ebay Inc

Consumer Cyclical
32K
New
$59.52 - $79.36 $1.91M - $2.54M
32K $2.39M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
22.4K
New
$84.34 - $99.49 $1.89M - $2.23M
22.4K $2.21M
CHK
Chesapeake Energy Corp

Energy
18.6K
New
N/A
18.6K $1.59M
CAR
Avis Budget Group, Inc.

Industrials
5.04K
New
$62.86 - $179.3 $317K - $903K
5.04K $851K
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
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
AAP
Advance Auto Parts Inc

Consumer Cyclical
10.9K
New
$30.31 - $53.25 $330K - $580K
10.9K $506K
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
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
EMR
Emerson Electric CO

Industrials
1.73K
New
$94.15 - $133.33 $163K - $231K
1.73K $230K
AME
Ametek Inc

Industrials
1.25K
New
$151.41 - $182.75 $190K - $229K
1.25K $226K
LMT
Lockheed Martin Corp

Industrials
460
New
$430.82 - $486.45 $198K - $224K
460 $213K
JBL
Jabil Inc

Technology
939
New
$116.88 - $218.1 $110K - $205K
939 $204K
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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