Tria Gen Wealth Management LLC Closed Holding Positions

Tria Gen Wealth Management LLC

  • $273 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SWCH
Switch, Inc.

Technology
Q1 2022 Filed on Apr 29, 2022
8,246
$23.66 - $30.99 $195K - $256K
AYI
Acuity Brands Inc

Industrials
Q1 2022 Filed on Apr 29, 2022
1,950
$171.84 - $216.7 $335K - $423K
DDOG
Datadog, Inc.

Technology
Q1 2022 Filed on Apr 29, 2022
2,908
$118.76 - $174.6 $345K - $508K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2022 Filed on Apr 29, 2022
4,523
$99.29 - $140.66 $449K - $636K
TSCO
Tractor Supply CO

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
10,891
$191.79 - $236.3 $2.09M - $2.57M
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
2,756
$113.3 - $137.26 $312K - $378K
IFV
First Trust Dorsey Wright Inte

ETFs
Q1 2022 Filed on Apr 29, 2022
89,741
$18.74 - $23.48 $1.68M - $2.11M
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2022 Filed on Apr 29, 2022
25,853
$53.94 - $70.26 $1.39M - $1.82M
AWK
American Water Works Company, Inc.

Utilities
Q1 2022 Filed on Apr 29, 2022
1,724
$146.29 - $184.14 $252K - $317K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q1 2022 Filed on Apr 29, 2022
18,448
$51.8 - $70.08 $956K - $1.29M
SPGI
S&P Global Inc.

Financial Services
Q1 2022 Filed on Apr 29, 2022
898
$373.37 - $461.1 $335K - $414K
DXCM
Dexcom Inc

Healthcare
Q1 2022 Filed on Apr 29, 2022
877
$94.08 - $130.2 $82.5K - $114K
AVTR
Avantor, Inc.

Basic Materials
Q1 2022 Filed on Apr 29, 2022
7,920
$32.56 - $40.56 $258K - $321K
CPRT
Copart Inc

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
17,336
$108.85 - $146.95 $1.89M - $2.55M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
69,558
$27.92 - $48.21 $1.94M - $3.35M
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
7,101
$196.8 - $241.65 $1.4M - $1.72M
DMAR
First Tr Ex Tr Viii Cboe Vest
Q1 2022 Filed on Apr 29, 2022
8,923
$31.08 - $32.55 $277K - $290K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q1 2022 Filed on Apr 29, 2022
18,258
$52.58 - $66.5 $960K - $1.21M
MU
Micron Technology Inc

Technology
Q1 2022 Filed on Apr 29, 2022
3,578
$69.4 - $97.36 $248K - $348K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2022 Filed on Apr 29, 2022
20,392
$72.2 - $85.22 $1.47M - $1.74M
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
955
$202.19 - $259.81 $193K - $248K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
40,639
$37.7 - $46.78 $1.53M - $1.9M
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
Q1 2022 Filed on Apr 29, 2022
50,494
$29.48 - $35.94 $1.49M - $1.81M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q1 2022 Filed on Apr 29, 2022
32,969
$44.6 - $53.7 $1.47M - $1.77M
WM
Waste Management Inc

Industrials
Q1 2022 Filed on Apr 29, 2022
1,258
$140.6 - $164.3 $177K - $207K
EXR
Extra Space Storage Inc.

Real Estate
Q4 2021 Filed on Feb 09, 2022
2,453
$167.89 - $226.73 $412K - $556K
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
1,589
$225.59 - $260.0 $358K - $413K
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Feb 09, 2022
576
$589.61 - $711.02 $340K - $410K
RDN
Radian Group Inc

Financial Services
Q4 2021 Filed on Feb 09, 2022
9,230
$19.5 - $24.45 $180K - $226K
PCTY
Paylocity Holding Corp

Technology
Q4 2021 Filed on Feb 09, 2022
1,416
$217.15 - $305.75 $307K - $433K
TECH
Bio Techne Corp

Healthcare
Q4 2021 Filed on Feb 09, 2022
789
$456.15 - $525.06 $360K - $414K
UPST
Upstart Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
1,087
$131.5 - $390.0 $143K - $424K
ADC
Agree Realty Corp

Real Estate
Q4 2021 Filed on Feb 09, 2022
11,539
$66.45 - $71.82 $767K - $829K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q4 2021 Filed on Feb 09, 2022
25,046
$40.03 - $52.83 $1M - $1.32M
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Feb 09, 2022
2,758
$605.55 - $747.79 $1.67M - $2.06M
WSM
Williams Sonoma Inc

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
1,993
$162.55 - $221.63 $324K - $442K
POST
Post Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 09, 2022
3,410
$62.09 - $73.78 $212K - $252K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q4 2021 Filed on Feb 09, 2022
14,964
$121.72 - $138.38 $1.82M - $2.07M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
Q4 2021 Filed on Feb 09, 2022
8,722
$31.68 - $32.27 $276K - $281K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
1,097
$225.82 - $368.51 $248K - $404K
TREX
Trex CO Inc

Industrials
Q4 2021 Filed on Feb 09, 2022
3,072
$91.29 - $140.68 $280K - $432K
WAT
Waters Corp

Healthcare
Q4 2021 Filed on Feb 09, 2022
1,103
$328.07 - $372.6 $362K - $411K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 09, 2022
5,690
$99.53 - $127.75 $566K - $727K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
8,669
$179.32 - $271.7 $1.55M - $2.36M
DOX
Amdocs LTD

Technology
Q4 2021 Filed on Feb 09, 2022
17,127
$68.34 - $81.16 $1.17M - $1.39M
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 10, 2021
12,411
$73.87 - $92.86 $917K - $1.15M
General Electric CO
Q3 2021 Filed on Nov 10, 2021
3,325
N/A
CAG
Conagra Brands Inc.

Consumer Defensive
Q3 2021 Filed on Nov 10, 2021
8,093
$32.27 - $36.17 $261K - $293K
VALE
Vale S.A.

Basic Materials
Q3 2021 Filed on Nov 10, 2021
15,378
$13.8 - $22.94 $212K - $353K
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