Tria Gen Wealth Management LLC Reduced Holdings in Q1 2025

Tria Gen Wealth Management LLC

  • $262 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HRB
H&R Block Inc

Consumer Cyclical
-98
- 1.11%
$49.96 - $55.97 $4.9K - $5.49K
8.76K $480K
KO
Coca Cola CO

Consumer Defensive
-296
- 7.64%
$60.81 - $72.32 $18K - $21.4K
3.58K $256K
ICE
Intercontinental Exchange, Inc.

Financial Services
-16
- 0.96%
$142.8 - $176.36 $2.28K - $2.82K
1.66K $285K
JPM
Jpmorgan Chase & CO

Financial Services
-172
- 1.11%
$225.19 - $279.95 $38.7K - $48.2K
15.3K $3.75M
TTWO
Take Two Interactive Software Inc

Communication Services
-5
- 0.16%
$178.61 - $217.95 $893 - $1.09K
3.03K $628K
MA
Mastercard Inc

Financial Services
-48
- 1.08%
$504.67 - $576.31 $24.2K - $27.7K
4.39K $2.41M
AZO
Autozone Inc

Consumer Cyclical
-2
- 1.52%
$3193.96 - $3828.11 $6.39K - $7.66K
130 $495K
JNJ
Johnson & Johnson

Healthcare
-71
- 1.7%
$142.06 - $167.7 $10.1K - $11.9K
4.11K $682K
PGR
Progressive Corp

Financial Services
-109
- 4.0%
$235.61 - $291.22 $25.7K - $31.7K
2.61K $739K
RTX
Raytheon Technologies Corp

Industrials
-123
- 1.82%
$114.1 - $135.66 $14K - $16.7K
6.65K $880K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-100
- 0.93%
$46.15 - $63.53 $4.62K - $6.35K
10.6K $652K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.11%
$890.62 - $1076.86 $4.45K - $5.38K
4.37K $4.13M
EOG
Eog Resources Inc

Energy
-132
- 0.51%
$120.54 - $138.05 $15.9K - $18.2K
25.6K $3.29M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-85
- 0.34%
$75.32 - $84.77 $6.4K - $7.21K
25.3K $2.06M
FAST
Fastenal CO

Industrials
-49
- 0.19%
$71.11 - $79.98 $3.48K - $3.92K
25.9K $2.01M
GE
General Electric CO

Industrials
-38
- 0.68%
$168.59 - $212.13 $6.41K - $8.06K
5.57K $1.11M
V
Visa Inc.

Financial Services
-75
- 1.14%
$306.92 - $362.71 $23K - $27.2K
6.53K $2.29M
BSX
Boston Scientific Corp

Healthcare
-441
- 1.74%
$89.38 - $106.18 $39.4K - $46.8K
24.9K $2.52M
CVX
Chevron Corp

Energy
-24
- 0.2%
$146.71 - $167.97 $3.52K - $4.03K
12.2K $2.05M
TPL
Texas Pacific Land Corp

Energy
-37
- 2.1%
$1180.08 - $1431.01 $43.7K - $52.9K
1.73K $2.29M
IAU
Ishares Gold Trust

ETFs
-6.18K
- 7.05%
$49.74 - $58.96 $308K - $365K
81.5K $4.8M
Activity Summary
Buys All Purchases 59 New Holdings 27 Increased Positions 32 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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