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Livermore
Livermore
ZHEN

TriaGen Wealth Management LLC

SEC CIK
0001843848
Latest filing
Jul 21, 2026

MS holding history

Morgan Stanley in every 13F filed by TriaGen Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
12,289
Value
$2.57M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of MS by TriaGen Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,289$2.57M0.6%+7,021+133.3%AddedHolders
Q1 20265,268$867.0K0.2%00.0%UnchangedHolders
Q4 20255,268$935.2K0.2%−500−8.7%ReducedHolders
Q3 20255,768$916.9K0.2%−3−0.1%ReducedHolders
Q2 20255,771$812.9K0.2%+3+0.1%AddedHolders
Q1 20255,768$673.0K0.2%−1,300−18.4%ReducedHolders
Q4 20247,068$888.6K0.3%00.0%UnchangedHolders
Q3 20247,068$736.8K0.2%00.0%UnchangedHolders
Q2 20247,068$686.9K0.3%−37−0.5%ReducedHolders
Q1 20247,105$669.0K0.3%00.0%UnchangedHolders
Q4 20237,105$662.5K0.3%+200+2.9%AddedHolders
Q3 20236,905$563.9K0.3%00.0%UnchangedHolders
Q2 20236,905$589.7K0.3%00.0%UnchangedHolders
Q1 20236,905$606.3K0.3%+37+0.5%AddedHolders
Q4 20226,868$583.9K0.3%00.0%UnchangedHolders
Q3 20226,868$543.0K0.3%−258−3.6%ReducedHolders
Q2 20227,126$542.0K0.4%00.0%UnchangedHolders
Q1 20227,126$623.0K0.3%+33+0.5%AddedHolders
Q4 20217,093$696.0K0.3%−4,057−36.4%ReducedHolders
Q3 202111,150$1.08M0.6%+3,957+55.0%AddedHolders
Q2 20217,193$690.0K0.4%−2,453−25.4%ReducedHolders
Q1 20219,646$749.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.