A detailed history of Tria Gen Wealth Management LLC transactions in Hawaiian Electric Industries Inc stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 49,731 shares of HE stock, worth $579,366. This represents 0.15% of its overall portfolio holdings.

Number of Shares
49,731
Previous 50,024 0.59%
Holding current value
$579,366
Previous $531,000 3.39%
% of portfolio
0.15%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

SELL
$10.46 - $12.96 $3,064 - $3,797
-293 Reduced 0.59%
49,731 $549,000
Q2 2025

Jul 23, 2025

BUY
$9.36 - $10.96 $308 - $361
33 Added 0.07%
50,024 $531,000
Q1 2025

May 13, 2025

BUY
$8.18 - $11.46 $408,926 - $572,896
49,991 New
49,991 $547,000

Others Institutions Holding HE

About HAWAIIAN ELECTRIC INDUSTRIES INC


  • Ticker HE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 109,469,000
  • Market Cap $1.28B
  • Description
  • Hawaiian Electric Industries, Inc., together with its subsidiaries, engages in the electric utility, banking, and renewable/sustainable infrastructure investment businesses in the state of Hawaii. It operates in three segments: Electric Utility, Bank, and Other. The Electric Utility segment engages in the production, purchase, transmission, dist...
More about HE
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.