Tria Gen Wealth Management LLC Sells in Q3 2024

Tria Gen Wealth Management LLC

  • $273 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-30.3K
- 31.82%
$98.91 - $134.91 $3M - $4.09M
65K $7.9M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-2.12K
- 56.2%
$150.73 - $974.56 $319K - $2.06M
1.65K $263K
ISRG
Intuitive Surgical Inc

Healthcare
-4.11K
- 48.38%
$416.14 - $494.01 $1.71M - $2.03M
4.39K $2.16M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.9K
- 46.18%
$161.02 - $200.0 $1.11M - $1.38M
8.04K $1.5M
NDAQ
Nasdaq, Inc.

Financial Services
-24.5K
- 48.82%
$59.48 - $74.31 $1.46M - $1.82M
25.7K $1.88M
NVO
Novo Nordisk A S

Healthcare
-5.71K
- 31.15%
$119.07 - $145.42 $680K - $830K
12.6K $1.5M
TDG
Trans Digm Group Inc

Industrials
-830
- 81.05%
$1202.03 - $1427.41 $998K - $1.18M
194 $276K
CEG
Constellation Energy Corp

Utilities
-2.45K
- 64.36%
$167.08 - $262.86 $409K - $644K
1.36K $352K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.58K
- 48.66%
$136.93 - $162.81 $217K - $258K
1.67K $268K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.09K
- 10.84%
$50.25 - $50.74 $155K - $157K
25.4K $1.29M
EOG
Eog Resources Inc

Energy
-44
- 0.17%
$117.9 - $132.65 $5.19K - $5.84K
26.3K $3.24M
ANSS
Ansys Inc

Technology
-46
- 0.42%
$296.54 - $331.25 $13.6K - $15.2K
10.9K $3.47M
NOC
Northrop Grumman Corp

Industrials
-255
- 27.6%
$423.73 - $533.14 $108K - $136K
669 $353K
APO
Apollo Global Management, Inc.

Financial Services
-777
- 9.84%
$99.16 - $125.81 $77K - $97.8K
7.12K $889K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-270
- 7.59%
$91.42 - $91.82 $24.7K - $24.8K
3.29K $301K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-4
- 0.09%
$460.0 - $505.78 $1.84K - $2.02K
4.47K $2.08M
STZ
Constellation Brands, Inc.

Consumer Defensive
-36
- 0.51%
$236.42 - $259.82 $8.51K - $9.35K
7.02K $1.81M
ABC
Amerisourcebergen Corp

Healthcare
-14
- 0.16%
N/A
8.92K $1.65M
DGX
Quest Diagnostics Inc

Healthcare
-18
- 0.17%
$137.09 - $137.09 $2.47K - $2.47K
10.7K $1.47M
VUSB
Vanguard Bd Index Fds
-1.2K
- 5.26%
N/A
21.5K $0
NKE
Nike, Inc.

Consumer Cyclical
-448
- 14.9%
$71.09 - $89.44 $31.8K - $40.1K
2.56K $226K
FCAL
First Tr Iii Calif Mun High In

ETFs
-140
- 1.15%
$49.34 - $50.4 $6.91K - $7.06K
12K $601K
KO
Coca Cola CO

Consumer Defensive
-428
- 9.97%
$62.69 - $73.01 $26.8K - $31.2K
3.87K $277K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.09K
- 7.29%
$32.04 - $37.11 $34.9K - $40.4K
13.9K $504K
AMGN
Amgen Inc

Healthcare
-7
- 1.0%
$309.38 - $337.38 $2.17K - $2.36K
690 $222K
XPO
Xpo Logistics, Inc.

Industrials
-27
- 0.39%
$101.15 - $125.11 $2.73K - $3.38K
6.96K $748K
XOM
Exxon Mobil Corp

Energy
-3
- 0.03%
$109.72 - $119.0 $329 - $357
9.85K $1.16M
JPM
Jpmorgan Chase & CO

Financial Services
-517
- 3.24%
$194.9 - $224.8 $101K - $116K
15.5K $3.26M
CSCO
Cisco Systems, Inc.

Technology
-36
- 0.56%
$44.74 - $53.22 $1.61K - $1.92K
6.42K $341K
ANET
Arista Networks, Inc.

Technology
-1
- 0.08%
$311.42 - $388.21 $311 - $388
1.28K $489K
VCIT
Vanguard Intermediate Term Cor

ETFs
-414
- 1.94%
$79.29 - $84.02 $32.8K - $34.8K
21K $1.76M
COST
Costco Wholesale Corp

Consumer Defensive
-118
- 2.62%
$801.83 - $917.05 $94.6K - $108K
4.38K $3.88M
FVD
First Tr Value Line Divid Inde

ETFs
-50
- 0.37%
$40.45 - $45.49 $2.02K - $2.27K
13.4K $609K
HD
Home Depot, Inc.

Consumer Cyclical
-200
- 8.32%
$333.64 - $405.2 $66.7K - $81K
2.21K $893K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-30
- 0.16%
$116.79 - $133.54 $3.5K - $4.01K
18.3K $2.41M
RTX
Raytheon Technologies Corp

Industrials
-489
- 6.74%
$99.55 - $123.34 $48.7K - $60.3K
6.77K $820K
META
Meta Platforms, Inc.

Communication Services
-80
- 3.58%
$453.41 - $572.44 $36.3K - $45.8K
2.15K $1.23M
IBM
International Business Machines Corp

Technology
-100
- 3.68%
$175.1 - $223.38 $17.5K - $22.3K
2.62K $579K
TPL
Texas Pacific Land Corp

Energy
-106
- 6.62%
$724.86 - $952.13 $76.8K - $101K
1.5K $1.32M
SBUX
Starbucks Corp

Consumer Cyclical
-41
- 0.49%
$72.51 - $98.6 $2.97K - $4.04K
8.35K $813K
GS
Goldman Sachs Group Inc

Financial Services
-7
- 0.16%
$459.02 - $510.25 $3.21K - $3.57K
4.33K $2.14M
FAST
Fastenal CO

Industrials
-44
- 0.17%
$62.09 - $71.83 $2.73K - $3.16K
25.9K $1.85M
ERIE
Erie Indemnity CO

Financial Services
-7
- 0.53%
$356.56 - $544.84 $2.5K - $3.81K
1.31K $706K
TSLA
Tesla, Inc.

Consumer Cyclical
-37
- 0.29%
$191.76 - $263.26 $7.1K - $9.74K
12.7K $3.31M
Activity Summary
Buys All Purchases 83 New Holdings 27 Increased Positions 56 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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