AWM
TE icon

Avaii Wealth Management’s T1 Energy TE Stock Holding History

Avaii Wealth Management’s Portfolio TE Stock Details TE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-33,526
Closed -$318K – 194
2026
Q2 		$318K Buy
+33,526
New +$238K 0.09% 135

Other funds holding TE

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Avaii Wealth Management's TE Position: Q3 2026 in Review

Avaii Wealth Management sold out of T1 Energy (TE) in Q3 2026, closing a stake of 33,526 shares — an estimated $318K sold.

Avaii Wealth Management first reported a position in TE in Q2 2026 and held it in 1 quarter. The position peaked at $318K in Q2 2026. 10 funds tracked by Wall St. Rank hold TE as of Q3 2026.

  • Avaii Wealth Management reported no remaining T1 Energy position as of Q3 2026 after selling out during the quarter.
  • Avaii Wealth Management sold 33,526 T1 Energy shares in Q3 2026, an estimated $318K.
  • Avaii Wealth Management first reported a position in T1 Energy in Q2 2026 and held it in 1 quarter.
  • Avaii Wealth Management's T1 Energy position peaked at $318K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held T1 Energy as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.