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TriaGen Wealth Management LLC Buys Wells Fargo, MarineMax Inc, Fortive Corp, Sells Baxter International Inc, Bath & Body Works Inc, Quanta Services Inc

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Nov 10, 2021
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Investment company TriaGen Wealth Management LLC (Current Portfolio) buys Wells Fargo, MarineMax Inc, Fortive Corp, Boston Scientific Corp, AbbVie Inc, sells Baxter International Inc, Bath & Body Works Inc, Quanta Services Inc, Sherwin-Williams Co, Trex Co Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, TriaGen Wealth Management LLC. As of 2021Q3, TriaGen Wealth Management LLC owns 177 stocks with a total value of $184 million. These are the details of the buys and sells.

For the details of TriaGen Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/triagen+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of TriaGen Wealth Management LLC
  1. Apple Inc (AAPL) - 81,420 shares, 6.27% of the total portfolio. Shares added by 0.44%
  2. Vanguard Mid-Cap ETF (VO) - 22,578 shares, 2.91% of the total portfolio. Shares added by 3.65%
  3. Schwab U.S. Large-Cap Growth ETF (SCHG) - 31,350 shares, 2.53% of the total portfolio. Shares reduced by 3.22%
  4. Vanguard Mega Cap 300 Index ETF (MGC) - 27,341 shares, 2.27% of the total portfolio. Shares added by 2.31%
  5. iShares Core Dividend Growth ETF (DGRO) - 72,354 shares, 1.98% of the total portfolio. Shares reduced by 4.11%
New Purchase: Wells Fargo & Co (WFC)

TriaGen Wealth Management LLC initiated holding in Wells Fargo & Co. The purchase prices were between $42.32 and $51.15, with an estimated average price of $46.23. The stock is now traded at around $50.480000. The impact to a portfolio due to this purchase was 0.81%. The holding were 32,263 shares as of 2021-09-30.

New Purchase: MarineMax Inc (HZO)

TriaGen Wealth Management LLC initiated holding in MarineMax Inc. The purchase prices were between $45.78 and $54.82, with an estimated average price of $49.86. The stock is now traded at around $55.475000. The impact to a portfolio due to this purchase was 0.72%. The holding were 27,470 shares as of 2021-09-30.

New Purchase: Fortive Corp (FTV)

TriaGen Wealth Management LLC initiated holding in Fortive Corp. The purchase prices were between $68.37 and $75.96, with an estimated average price of $72.65. The stock is now traded at around $78.500000. The impact to a portfolio due to this purchase was 0.57%. The holding were 14,939 shares as of 2021-09-30.

New Purchase: Boston Scientific Corp (BSX)

TriaGen Wealth Management LLC initiated holding in Boston Scientific Corp. The purchase prices were between $41.23 and $45.88, with an estimated average price of $44.25. The stock is now traded at around $42.560000. The impact to a portfolio due to this purchase was 0.28%. The holding were 11,796 shares as of 2021-09-30.

New Purchase: Datadog Inc (DDOG)

TriaGen Wealth Management LLC initiated holding in Datadog Inc. The purchase prices were between $103.48 and $148.69, with an estimated average price of $126.16. The stock is now traded at around $187.125000. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,908 shares as of 2021-09-30.

New Purchase: Extra Space Storage Inc (EXR)

TriaGen Wealth Management LLC initiated holding in Extra Space Storage Inc. The purchase prices were between $164.91 and $193.71, with an estimated average price of $176.89. The stock is now traded at around $197.845000. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,453 shares as of 2021-09-30.

Added: AbbVie Inc (ABBV)

TriaGen Wealth Management LLC added to a holding in AbbVie Inc by 110.49%. The purchase prices were between $106.4 and $120.78, with an estimated average price of $114.24. The stock is now traded at around $116.863000. The impact to a portfolio due to this purchase was 0.26%. The holding were 8,348 shares as of 2021-09-30.

Added: Morgan Stanley (MS)

TriaGen Wealth Management LLC added to a holding in Morgan Stanley by 55.01%. The purchase prices were between $87.64 and $105.45, with an estimated average price of $99.05. The stock is now traded at around $98.045000. The impact to a portfolio due to this purchase was 0.21%. The holding were 11,150 shares as of 2021-09-30.

Added: Janus Henderson Short Duration Income ETF (VNLA)

TriaGen Wealth Management LLC added to a holding in Janus Henderson Short Duration Income ETF by 50.91%. The purchase prices were between $49.97 and $50.08, with an estimated average price of $50.01. The stock is now traded at around $49.925000. The impact to a portfolio due to this purchase was 0.18%. The holding were 19,072 shares as of 2021-09-30.

Added: General Electric Co (GE)

TriaGen Wealth Management LLC added to a holding in General Electric Co by 700.00%. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $109.740000. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,325 shares as of 2021-09-30.

Added: Northrop Grumman Corp (NOC)

TriaGen Wealth Management LLC added to a holding in Northrop Grumman Corp by 109.67%. The purchase prices were between $345.14 and $371.82, with an estimated average price of $361.61. The stock is now traded at around $363.200000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,193 shares as of 2021-09-30.

Sold Out: Baxter International Inc (BAX)

TriaGen Wealth Management LLC sold out a holding in Baxter International Inc. The sale prices were between $73.77 and $83.61, with an estimated average price of $79.12.

Sold Out: Quanta Services Inc (PWR)

TriaGen Wealth Management LLC sold out a holding in Quanta Services Inc. The sale prices were between $85.44 and $118.61, with an estimated average price of $100.33.

Sold Out: ARK Genomic Revolution ETF (ARKG)

TriaGen Wealth Management LLC sold out a holding in ARK Genomic Revolution ETF. The sale prices were between $73.87 and $92.86, with an estimated average price of $83.9.

Sold Out: Horizon Therapeutics PLC (HZNP)

TriaGen Wealth Management LLC sold out a holding in Horizon Therapeutics PLC. The sale prices were between $91.91 and $110.37, with an estimated average price of $103.79.

Sold Out: Omega Healthcare Investors Inc (OHI)

TriaGen Wealth Management LLC sold out a holding in Omega Healthcare Investors Inc. The sale prices were between $29.96 and $37.5, with an estimated average price of $34.43.

Sold Out: EQT Corp (EQT)

TriaGen Wealth Management LLC sold out a holding in EQT Corp. The sale prices were between $16.19 and $22.34, with an estimated average price of $19.4.



Here is the complete portfolio of TriaGen Wealth Management LLC. Also check out:

1. TriaGen Wealth Management LLC's Undervalued Stocks
2. TriaGen Wealth Management LLC's Top Growth Companies, and
3. TriaGen Wealth Management LLC's High Yield stocks
4. Stocks that TriaGen Wealth Management LLC keeps buying
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