SEC 13F Intelligence

Triagen Wealth Management LLC / CHTR

Triagen Wealth Management LLC’s Charter Communications Inc Position

Does Triagen Wealth Management LLC own Charter Communications Inc (CHTR)? Not currently — the last reported position was 2.8K shares worth $2M in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2021
Shares
2.8K
% of Portfolio
+1.09%
Quarters Held
4
position exited

Position History CHTR

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ2 ’21Q3 ’21: $2MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20212.8K$2M+1.09%
Q2 20212.8K$2M+1.06%
Q1 20212.8K$2M+0.99%
Q4 20202.8K$2M+1.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triagen Wealth Management LLC’s full portfolio or all institutional holders of CHTR.