Tria Gen Wealth Management LLC Sells in Q3 2025

Tria Gen Wealth Management LLC

  • $355 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CBRE
Cbre Group, Inc.

Real Estate
-16K
- 50.38%
$137.04 - $165.9 $2.2M - $2.66M
15.8K $2.49M
RMD
Resmed Inc

Healthcare
-7.86K
- 50.31%
$252.01 - $293.73 $1.98M - $2.31M
7.76K $2.12M
INTC
Intel Corp

Technology
-88.1K
- 92.85%
$19.31 - $35.5 $1.7M - $3.13M
6.79K $227K
EA
Electronic Arts Inc.

Communication Services
-14.6K
- 50.36%
$147.79 - $202.05 $2.16M - $2.96M
14.4K $2.91M
XEL
Xcel Energy Inc

Utilities
-31.1K
- 49.8%
$67.56 - $80.65 $2.1M - $2.51M
31.4K $2.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.09K
- 21.75%
$459.11 - $506.91 $499K - $551K
3.91K $1.96M
NFLX
Netflix Inc

Communication Services
-21
- 0.77%
$1147.87 - $1297.18 $24.1K - $27.2K
2.7K $3.24M
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 0.54%
$915.95 - $994.57 $22.9K - $24.9K
4.64K $4.29M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-322
- 3.62%
$422.75 - $485.53 $136K - $156K
8.57K $3.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.04K
- 8.19%
$78.96 - $80.04 $319K - $323K
45.3K $3.62M
BSX
Boston Scientific Corp

Healthcare
-46
- 0.19%
$97.03 - $108.14 $4.46K - $4.97K
23.7K $2.32M
OKE
Oneok Inc

Energy
-900
- 5.08%
$71.36 - $83.47 $64.2K - $75.1K
16.8K $1.23M
LNG
Cheniere Energy, Inc.

Energy
-173
- 0.93%
$222.68 - $244.28 $38.5K - $42.3K
18.4K $4.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-400
- 41.97%
$546.99 - $602.2 $219K - $241K
553 $332K
ZS
Zscaler, Inc.

Technology
-74
- 0.73%
$267.68 - $316.5 $19.8K - $23.4K
10.1K $3.03M
SBUX
Starbucks Corp

Consumer Cyclical
-1.07K
- 14.98%
$81.9 - $96.86 $87.6K - $104K
6.08K $513K
V
Visa Inc.

Financial Services
-69
- 1.11%
$332.09 - $358.86 $22.9K - $24.8K
6.15K $2.1M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-4.08K
- 11.19%
$26.88 - $27.78 $110K - $113K
32.4K $899K
IBM
International Business Machines Corp

Technology
-166
- 5.92%
$234.77 - $292.47 $39K - $48.6K
2.64K $744K
AXON
Axon Enterprise, Inc.

Industrials
-38
- 8.78%
$698.02 - $870.97 $26.5K - $33.1K
395 $283K
MCHP
Microchip Technology Inc

Technology
-280
- 3.51%
$60.95 - $75.26 $17.1K - $21.1K
7.7K $494K
CME
Cme Group Inc.

Financial Services
-69
- 0.8%
$258.83 - $287.1 $17.9K - $19.8K
8.56K $2.31M
AMT
American Tower Corp

Real Estate
-12
- 0.57%
$192.32 - $232.35 $2.31K - $2.79K
2.08K $400K
CSCO
Cisco Systems, Inc.

Technology
-727
- 10.9%
$66.2 - $71.79 $48.1K - $52.2K
5.95K $406K
ADSK
Autodesk, Inc.

Technology
-205
- 21.69%
N/A
740 $181K
ICE
Intercontinental Exchange, Inc.

Financial Services
-156
- 9.43%
$167.28 - $188.45 $26.1K - $29.4K
1.5K $252K
KO
Coca Cola CO

Consumer Defensive
-460
- 12.0%
$65.67 - $71.67 $30.2K - $33K
3.37K $223K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
-435
- 1.94%
$96.91 - $101.22 $42.2K - $44K
22K $2.17M
PG
Procter & Gamble CO

Consumer Defensive
-50
- 0.9%
$150.47 - $161.22 $7.52K - $8.06K
5.52K $848K
FCAL
First Tr Iii Calif Mun High In

ETFs
-886
- 13.38%
$47.44 - $48.99 $42K - $43.4K
5.74K $279K
ED
Consolidated Edison Inc

Utilities
-338
- 5.45%
$95.57 - $105.36 $32.3K - $35.6K
5.87K $589K
NEE
Nextera Energy Inc

Utilities
-775
- 13.06%
$69.77 - $77.54 $54.1K - $60.1K
5.16K $389K
BAC
Bank Of America Corp

Financial Services
-1.11K
- 13.96%
$44.92 - $52.42 $50K - $58.3K
6.85K $353K
XOM
Exxon Mobil Corp

Energy
-666
- 5.9%
$105.83 - $117.22 $70.5K - $78.1K
10.6K $1.2M
DGX
Quest Diagnostics Inc

Healthcare
-112
- 1.11%
N/A
10K $1.37M
SSRM
Ssr Mining Inc.

Basic Materials
-28.6K
- 48.87%
$11.8 - $24.58 $338K - $703K
29.9K $731K
VZ
Verizon Communications Inc

Communication Services
-486
- 4.09%
$40.84 - $45.06 $19.8K - $21.9K
11.4K $500K
ABC
Amerisourcebergen Corp

Healthcare
-52
- 0.61%
N/A
8.43K $1.56M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-353
- 1.03%
$42.75 - $43.37 $15.1K - $15.3K
33.8K $1.46M
CEG
Constellation Energy Corp

Utilities
-30
- 2.64%
$298.82 - $354.89 $8.96K - $10.6K
1.11K $363K
Ge Vernova Inc
-4
- 0.68%
N/A
581 $0
VUSB
Vanguard Bd Index Fds
-3.68K
- 12.54%
N/A
25.7K $0
LMT
Lockheed Martin Corp

Industrials
-30
- 6.52%
$410.74 - $499.21 $12.3K - $15K
430 $214K
WMT
Walmart Inc.

Consumer Defensive
-1.14K
- 4.87%
$94.4 - $104.27 $108K - $119K
22.3K $2.3M
SCHW
Schwab Charles Corp

Financial Services
-104
- 2.75%
$91.03 - $98.69 $9.47K - $10.3K
3.68K $351K
AME
Ametek Inc

Industrials
-2
- 0.16%
$176.44 - $192.03 $353 - $384
1.25K $235K
MRK
Merck & Co., Inc.

Healthcare
-52
- 1.68%
$77.6 - $87.37 $4.04K - $4.54K
3.04K $254K
EXC
Exelon Corp

Utilities
-190
- 1.35%
$42.73 - $45.54 $8.12K - $8.65K
13.9K $623K
HE
Hawaiian Electric Industries Inc

Utilities
-293
- 0.59%
$10.46 - $12.96 $3.06K - $3.8K
49.7K $549K
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
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