TriaGen Wealth Management LLC
•CIK: 1843848•Filing: Q4 2025
**TriaGen Wealth Management LLC** manages $387M across a diversified portfolio of 176 positions. The strategy exhibits a notable tilt toward established technology and dividend-focused equities, evidenced by the top holdings. Key allocations include a substantial $46.6M in AAPL, followed by significant positions in FLOT ($24.9M) and DIVI ($22.9M). This concentration suggests a focus on stable, income-generating growth within large-cap sectors.
Total AUM
$386.6M
QoQ Performance
+0.8%
Positions
148
Top 10 Concentration
45.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
FLOT
DIVI
AAPL12.1%
FLOT6.4%
DIVI5.9%
VO4.0%
SCHG3.2%
MGC3.1%
DGRO2.9%
EYLD2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.3%
Technology16.9%
Consumer5.7%
Financial3.2%
Healthcare2.1%
Communication1.4%
Industrial1.1%
ETF0.3%
🚪 Exited Positionssold since Q3 2025
+20 more exited positions
Changes from Q3 2025
NEW18 new positions
↑40 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023