Long-term investor
Triagen Wealth Management LLC @triagenwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001843848).
Record
- Tracked since 2025-06-30 (434 days), 224 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months +7.8% · 1 year +16.3% · all +16.3%
- Max drawdown -0.3% · Sharpe 1.30 · win rate 41% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 7.5% · long · since 2025-06-30
- 35473P108 · 6.5% · long · since 2025-06-30
- 46429B655 · 4.6% · long · since 2025-06-30
- 922908629 · 4.4% · long · since 2025-06-30
- 132061706 · 3.3% · long · since 2025-06-30
- 921910873 · 3.3% · long · since 2025-06-30
- 46434V621 · 3.3% · long · since 2025-06-30
- 808524300 · 3.2% · long · since 2025-06-30
- 922908751 · 2.8% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- 74347X831 · 1.8% · long · since 2025-09-30
- 464285204 · 1.7% · long · since 2025-06-30
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