EYLD β€” CAMBRIA ETF TR

Ownership history in TriaGen Wealth Management LLC  Β·  14 quarters on record

AI Ownership Summary

TriaGen Wealth Management LLC reported CAMBRIA ETF TR (EYLD) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.35% in 2024 Q1. The latest visible filing shows EYLD at 2.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TriaGen Wealth Management LLC's position in CAMBRIA ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EYLD was reported at 2.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.35% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TriaGen Wealth Management LLC held EYLD β€” position size vs. price
% of Fund (quarterly)    EYLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 285,507 +5,993 +2.1% 2.83% $10.9M 2026-02-14 (Est.) $43.26
2025 Q3 ADDED 279,514 +44,638 +19.0% 2.71% $10.4M 2025-10-22 $36.82
2025 Q2 ADDED 234,876 +17,650 +8.1% 2.57% $8.5M 2025-07-23 $35.34
2025 Q1 ADDED 217,226 +6,805 +3.2% 2.43% $6.9M 2025-05-13 $31.65
2024 Q4 REDUCED 210,421 -50,065 -19.2% 2.22% $6.6M 2025-01-23 $30.02
2024 Q3 ADDED 260,486 +13,093 +5.3% 3.02% $9.0M 2024-10-18 $31.63
2024 Q2 ADDED 247,393 +6,942 +2.9% 3.29% $8.5M 2024-07-18 $31.47
2024 Q1 ADDED 240,451 +78,443 +48.4% 3.35% $8.1M 2024-04-23 $30.42
2023 Q4 REDUCED 162,008 -52,241 -24.4% 2.42% $5.1M 2024-01-23 $26.84
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About TriaGen Wealth Management LLC and EYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has TriaGen Wealth Management LLC reported owning EYLD?

TriaGen Wealth Management LLC reported EYLD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EYLD position in TriaGen Wealth Management LLC's portfolio?

The largest reported portfolio weight for EYLD was 3.35% in 2024 Q1.

What is the latest reported EYLD position on this page?

The most recent filing on this page is 2025 Q4, when TriaGen Wealth Management LLC reported 285,507 shares, equal to 2.83% of portfolio, with an estimated market value of $10.9M.

What does the chart on this EYLD ownership page compare?

The chart compares TriaGen Wealth Management LLC's quarterly EYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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