Tria Gen Wealth Management LLC Reduced Holdings in Q2 2025

Tria Gen Wealth Management LLC

  • $307 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.81K
- 2.88%
$172.42 - $223.89 $829K - $1.08M
162K $33.3M
AXON
Axon Enterprise, Inc.

Industrials
-3.32K
- 88.47%
$497.13 - $827.94 $1.65M - $2.75M
433 $358K
JPM
Jpmorgan Chase & CO

Financial Services
-7.56K
- 49.5%
$210.28 - $289.91 $1.59M - $2.19M
7.72K $2.24M
PLTR
Palantir Technologies Inc.

Technology
-23.3K
- 70.04%
$74.01 - $144.25 $1.72M - $3.36M
9.96K $1.36M
TPL
Texas Pacific Land Corp

Energy
-305
- 17.67%
$1036.28 - $1430.55 $316K - $436K
1.42K $1.5M
OKE
Oneok Inc

Energy
-200
- 1.12%
$78.71 - $100.37 $15.7K - $20.1K
17.7K $1.44M
MKC
Mccormick & CO Inc

Consumer Defensive
-300
- 1.22%
$71.11 - $82.25 $21.3K - $24.7K
24.2K $1.83M
FCAL
First Tr Iii Calif Mun High In

ETFs
-3.26K
- 33.0%
$47.18 - $49.3 $154K - $161K
6.62K $317K
NVDA
Nvidia Corp

Technology
-24.3K
- 32.69%
$94.31 - $157.99 $2.29M - $3.83M
50K $7.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-400
- 29.56%
$416.06 - $551.64 $166K - $221K
953 $525K
DGX
Quest Diagnostics Inc

Healthcare
-484
- 4.56%
N/A
10.1K $1.39M
ABC
Amerisourcebergen Corp

Healthcare
-351
- 3.97%
N/A
8.48K $1.57M
INTC
Intel Corp

Technology
-1.3K
- 1.35%
$18.13 - $22.69 $23.6K - $29.5K
94.9K $2.13M
PGR
Progressive Corp

Financial Services
-46
- 1.76%
$255.27 - $288.74 $11.7K - $13.3K
2.57K $685K
SBUX
Starbucks Corp

Consumer Cyclical
-16
- 0.22%
$79.69 - $99.41 $1.28K - $1.59K
7.15K $654K
IVV
Ishares Core S&P 500 ETF

ETFs
-118
- 18.64%
$498.8 - $620.9 $58.9K - $73.3K
515 $319K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-205
- 0.88%
$48.13 - $49.85 $9.87K - $10.2K
23.1K $1.13M
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.77%
$3478.38 - $3880.15 $3.48K - $3.88K
129 $478K
MA
Mastercard Inc

Financial Services
-133
- 3.03%
$479.92 - $590.74 $63.8K - $78.6K
4.26K $2.39M
HRB
H&R Block Inc

Consumer Cyclical
-77
- 0.88%
$54.32 - $63.04 $4.18K - $4.85K
8.68K $476K
FVD
First Tr Value Line Divid Inde

ETFs
-48
- 0.38%
$40.62 - $45.12 $1.95K - $2.17K
12.5K $556K
Ge Vernova Inc
-5.85K
- 90.91%
N/A
585 $0
FYBR
Frontier Communications Parent, Inc.

Communication Services
-72
- 0.68%
$35.51 - $36.83 $2.56K - $2.65K
10.6K $385K
TDG
Trans Digm Group Inc

Industrials
-3
- 1.52%
$1231.75 - $1520.64 $3.7K - $4.56K
195 $296K
RTX
Raytheon Technologies Corp

Industrials
-449
- 6.75%
$113.75 - $148.48 $51.1K - $66.7K
6.2K $905K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-81
- 0.49%
$81.46 - $94.63 $6.6K - $7.67K
16.5K $1.56M
BSX
Boston Scientific Corp

Healthcare
-1.16K
- 4.65%
$89.7 - $107.41 $104K - $125K
23.8K $2.55M
NFG
National Fuel Gas CO

Energy
-21
- 0.28%
$73.0 - $86.01 $1.53K - $1.81K
7.43K $629K
META
Meta Platforms, Inc.

Communication Services
-50
- 8.47%
$484.66 - $738.09 $24.2K - $36.9K
540 $398K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-22
- 0.42%
$101.97 - $126.75 $2.24K - $2.79K
5.17K $655K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-400
- 1.54%
$30.7 - $44.12 $12.3K - $17.6K
25.5K $1.11M
VBR
Vanguard Small Cap Value ETF

ETFs
-196
- 1.04%
$162.76 - $195.77 $31.9K - $38.4K
18.7K $3.65M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-185
- 0.73%
$73.02 - $90.22 $13.5K - $16.7K
25.1K $2.24M
TSLA
Tesla, Inc.

Consumer Cyclical
-132
- 2.52%
$221.86 - $362.89 $29.3K - $47.9K
5.1K $1.62M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-81
- 0.47%
$113.67 - $150.4 $9.21K - $12.2K
17.2K $2.59M
CCL
Carnival Corp

Consumer Cyclical
-1.3K
- 1.79%
$16.43 - $28.12 $21.4K - $36.6K
71.2K $2M
NFLX
Netflix Inc

Communication Services
-9
- 0.33%
$855.86 - $1339.13 $7.7K - $12.1K
2.72K $3.64M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.93K
- 1.8%
$22.27 - $29.21 $154K - $202K
379K $11.1M
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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