Back to STT-PG
TriaGen Wealth Management LLC → STT-PG
TriaGen Wealth Management LLC STT-PG Position History
State Street Corporation
Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$5.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $496K |
| Q1 2026 | $3.3M |
| Q2 2026 | $4.5M |
| Q3 2026 | $5.7M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 9.5K | — | — |
| Q3 2026 | $5.7M | 62.2K | — | — |
| Q2 2026 | $4.5M | 48.7K | — | — |
| Q1 2026 | $3.3M | 35.7K | — | — |
| Q4 2025 | $496K | 5.4K | — | — |