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  Name: TriaGen Wealth Management LLC
  City: Calabasas
  State: CA
  Zip: 91302
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $241,025,000
  Total Value Change : $31,243,000
  Securities Held Change : 2
   
All Securities Held : 160
  New Positions : 18
  Closed Positions : 16
  Increased Positions : 36
  Unchanged Positions : 40
  Decreased Positions : 66

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Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SNPS)1 Year Chart         SNPS Synopsys Inc 175 Closed $559.63 $0 0 0% -901,000 -1,749 0    Technical & System So...
   (ABT)1 Year Chart         ABT Abbott Laboratories 162 Closed $104.01 $0 0 0% -261,000 -2,367 0    Drug Manufacturers - ...
   (UAPR)1 Year Chart         UAPR Innovator S&p 500 Ultra Buf... 168 Closed $0.00 $0 0 0% -1,349,000 -49,148 0    N/A
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 174 Closed $822.37 $0 0 0% -675,000 -2,376 0    Networking & Communic...
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 161 Closed $61.67 $0 0 0% -284,000 -3,928 0    Food - Major Diversified
   (AMGN)1 Year Chart         AMGN Amgen Inc 167 Closed $311.41 $0 0 0% -201,000 -697 0    Biotechnology
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 173 Closed $283.33 $0 0 0% -908,000 -3,333 0    Technical & System So...
   (SRE)1 Year Chart         SRE Sempra Energy 166 Closed $71.98 $0 0 0% -252,000 -3,374 0    Electric Utilities
   (MRO)1 Year Chart         MRO Marathon Oil Corp 172 Closed $26.57 $0 0 0% -312,000 -12,909 0    Oil & Gas Refining, P...
   (CELH)1 Year Chart         CELH Celsius Holdings Inc 165 Closed $91.54 $0 0 0% -2,421,000 -44,406 0    Beverage Soft Drinks...
   (NTAP)1 Year Chart         NTAP Netapp Inc 171 Closed $109.04 $0 0 0% -868,000 -9,842 0    Data Storage Devices
   (X)1 Year Chart         X United States Steel Corp 164 Closed $38.00 $0 0 0% -549,000 -11,293 0    Metal Fabrication
   (RMBS)1 Year Chart         RMBS Rambus Inc 170 Closed $58.10 $0 0 0% -718,000 -10,513 0    Semiconductor - Memor...
   (ACLS)1 Year Chart         ACLS Axcelis Technologies Inc 176 Closed $112.15 $0 0 0% -494,000 -3,812 0    Semiconductor Equipme...
   (PLNT)1 Year Chart         PLNT Planet Fitness, Inc. 163 Closed $65.80 $0 0 0% -410,000 -5,619 0    N/A
   (DAUG)1 Year Chart         DAUG Ft Cboe Vest Us Equity Deep... 169 Closed $0.00 $0 0 0% -1,073,000 -30,290 0    N/A
      16 Records Found
  1    
Page 1 of 1
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