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
General Electric CO
Q3 2021 Filed on Nov 10, 2021
3,325
N/A
PTC
Ptc Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
2,962
$119.79 - $152.69 $355K - $452K
BAX
Baxter International Inc

Healthcare
Q3 2021 Filed on Nov 10, 2021
32,647
$73.77 - $83.61 $2.41M - $2.73M
OGI
Organigram Holdings Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
15,940
$2.3 - $2.94 $36.7K - $46.9K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 10, 2021
12,411
$73.87 - $92.86 $917K - $1.15M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
Q3 2021 Filed on Nov 10, 2021
7,614
$34.58 - $35.02 $263K - $267K
OHI
Omega Healthcare Investors Inc

Real Estate
Q3 2021 Filed on Nov 10, 2021
18,986
$29.96 - $37.5 $569K - $712K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2021 Filed on Aug 02, 2021
8,615
$27.33 - $37.08 $235K - $319K
D
Dominion Energy, Inc

Utilities
Q2 2021 Filed on Aug 02, 2021
2,743
$73.51 - $80.37 $202K - $220K
CMCSA
Comcast Corp

Communication Services
Q2 2021 Filed on Aug 02, 2021
5,878
$53.3 - $58.68 $313K - $345K
DIOD
Diodes Inc

Technology
Q2 2021 Filed on Aug 02, 2021
30,441
$69.17 - $83.79 $2.11M - $2.55M
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2021 Filed on Aug 02, 2021
2,508
$88.69 - $99.18 $222K - $249K
PINS
Pinterest, Inc.

Communication Services
Q2 2021 Filed on Aug 02, 2021
4,837
$55.45 - $85.98 $268K - $416K
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
18,300
$63.47 - $69.35 $1.16M - $1.27M
MKTX
Marketaxess Holdings Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
1,351
$432.89 - $539.68 $585K - $729K
DG
Dollar General Corp

Consumer Defensive
Q1 2021 Filed on Apr 26, 2021
2,000
$178.14 - $218.38 $356K - $437K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2021 Filed on Apr 26, 2021
2,849
$81.97 - $92.98 $234K - $265K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2021 Filed on Apr 26, 2021
24,600
$39.82 - $47.86 $980K - $1.18M
Cerner Corp
Q1 2021 Filed on Apr 26, 2021
17,460
N/A
RNG
Ring Central, Inc.

Technology
Q1 2021 Filed on Apr 26, 2021
970
$283.69 - $443.29 $275K - $430K
SEDG
Solaredge Technologies, Inc.

Technology
Q1 2021 Filed on Apr 26, 2021
634
$246.71 - $365.97 $156K - $232K
SBAC
Sba Communications Corp

Real Estate
Q1 2021 Filed on Apr 26, 2021
7,183
$235.92 - $282.57 $1.69M - $2.03M
BKI
Black Knight, Inc.

Technology
Q1 2021 Filed on Apr 26, 2021
18,659
$72.05 - $88.35 $1.34M - $1.65M
ZS
Zscaler, Inc.

Technology
Q1 2021 Filed on Apr 26, 2021
4,117
$165.75 - $226.48 $682K - $932K
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