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Interactive Brokers shares owned by TriaGen Wealth Management

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by TriaGen Wealth Management from 13F filings

Historical chart of TriaGen Wealth Management investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 32k 68.81
2023-09-30 $2.5M 29k 86.56
2023-06-30 $786k 9.5k 83.07
2023-03-31 $292k 3.5k 82.56
2022-12-31 $271k 3.8k 72.35

More positions owned by TriaGen Wealth Management

Apple (AAPL)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Core Div Grwth (DGRO)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
Chevron Corporation (CVX)
Take-Two Interactive Software (TTWO)
McDonald's Corporation (MCD)
Cheniere Energy Com New (LNG)

View all positions for TriaGen Wealth Management

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
State Street Corporation
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Kayne Anderson Rudnick Investment Management
Wellington Management Company
Greenwich Wealth Management
Geode Capital Management
Orbis Allan Gray
Jpmorgan Chase & Co
Egerton Capital
FMR
American Century Companies
Invesco
J O Hambro Investment Management

View all funds holding Interactive Brokers