Tria Gen Wealth Management LLC Closed Holding Positions

Tria Gen Wealth Management LLC

  • $277 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AVTR
Avantor, Inc.

Basic Materials
Q1 2022 Filed on Apr 29, 2022
7,920
$32.56 - $40.56 $258K - $321K
RCUS
Arcus Biosciences, Inc.

Healthcare
Q1 2022 Filed on Apr 29, 2022
5,000
$28.92 - $41.83 $145K - $209K
DDOG
Datadog, Inc.

Technology
Q1 2022 Filed on Apr 29, 2022
2,908
$118.76 - $174.6 $345K - $508K
TEAM
Atlassian Corp PLC

Technology
Q1 2022 Filed on Apr 29, 2022
605
$238.66 - $350.42 $144K - $212K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
5,705
$45.5 - $70.45 $260K - $402K
AYI
Acuity Brands Inc

Industrials
Q1 2022 Filed on Apr 29, 2022
1,950
$171.84 - $216.7 $335K - $423K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q1 2022 Filed on Apr 29, 2022
18,258
$52.58 - $66.5 $960K - $1.21M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q1 2022 Filed on Apr 29, 2022
18,448
$51.8 - $70.08 $956K - $1.29M
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
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2022 Filed on Apr 29, 2022
20,392
$72.2 - $85.22 $1.47M - $1.74M
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2022 Filed on Apr 29, 2022
25,853
$53.94 - $70.26 $1.39M - $1.82M
XT
Ishares Tr Exponential Technol

ETFs
Q1 2022 Filed on Apr 29, 2022
15,225
$53.33 - $66.42 $812K - $1.01M
IFV
First Trust Dorsey Wright Inte

ETFs
Q1 2022 Filed on Apr 29, 2022
89,741
$18.74 - $23.48 $1.68M - $2.11M
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
T
At&T Inc.

Communication Services
Q1 2022 Filed on Apr 29, 2022
8,553
$17.29 - $20.63 $148K - $176K
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
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
2,756
$113.3 - $137.26 $312K - $378K
CIEN
Ciena Corp

Technology
Q1 2022 Filed on Apr 29, 2022
5,150
$53.7 - $77.38 $277K - $399K
AWK
American Water Works Company, Inc.

Utilities
Q1 2022 Filed on Apr 29, 2022
1,724
$146.29 - $184.14 $252K - $317K
TSCO
Tractor Supply CO

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
10,891
$191.79 - $236.3 $2.09M - $2.57M
SPGI
S&P Global Inc.

Financial Services
Q1 2022 Filed on Apr 29, 2022
898
$373.37 - $461.1 $335K - $414K
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Feb 09, 2022
576
$589.61 - $711.02 $340K - $410K
TREX
Trex CO Inc

Industrials
Q4 2021 Filed on Feb 09, 2022
3,072
$91.29 - $140.68 $280K - $432K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Feb 09, 2022
2,758
$605.55 - $747.79 $1.67M - $2.06M
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
8,669
$179.32 - $271.7 $1.55M - $2.36M
TECH
Bio Techne Corp

Healthcare
Q4 2021 Filed on Feb 09, 2022
789
$456.15 - $525.06 $360K - $414K
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
DOX
Amdocs LTD

Technology
Q4 2021 Filed on Feb 09, 2022
17,127
$68.34 - $81.16 $1.17M - $1.39M
UPST
Upstart Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
1,087
$131.5 - $390.0 $143K - $424K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
1,993
$162.55 - $221.63 $324K - $442K
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
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
1,589
$225.59 - $260.0 $358K - $413K
ADC
Agree Realty Corp

Real Estate
Q4 2021 Filed on Feb 09, 2022
11,539
$66.45 - $71.82 $767K - $829K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 09, 2022
5,690
$99.53 - $127.75 $566K - $727K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
1,097
$225.82 - $368.51 $248K - $404K
POST
Post Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 09, 2022
3,410
$62.09 - $73.78 $212K - $252K
WAT
Waters Corp

Healthcare
Q4 2021 Filed on Feb 09, 2022
1,103
$328.07 - $372.6 $362K - $411K
EXR
Extra Space Storage Inc.

Real Estate
Q4 2021 Filed on Feb 09, 2022
2,453
$167.89 - $226.73 $412K - $556K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
Q4 2021 Filed on Feb 09, 2022
8,722
$31.68 - $32.27 $276K - $281K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q4 2021 Filed on Feb 09, 2022
25,046
$40.03 - $52.83 $1M - $1.32M
GEN
Gen Digital Inc Com
Q3 2021 Filed on Nov 10, 2021
15,360
N/A
VALE
Vale S.A.

Basic Materials
Q3 2021 Filed on Nov 10, 2021
15,378
$13.8 - $22.94 $212K - $353K
GNRC
Generac Holdings Inc.

Industrials
Q3 2021 Filed on Nov 10, 2021
996
$389.99 - $455.24 $388K - $453K
L Brands Inc
Q3 2021 Filed on Nov 10, 2021
26,205
N/A
CAG
Conagra Brands Inc.

Consumer Defensive
Q3 2021 Filed on Nov 10, 2021
8,093
$32.27 - $36.17 $261K - $293K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
4,542
$82.47 - $116.35 $375K - $528K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q3 2021 Filed on Nov 10, 2021
10,099
$91.91 - $110.37 $928K - $1.11M
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