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Capital Advisors Wealth Management’s Talen Energy Corp TLN Stock Holding History

Capital Advisors Wealth Management’s Portfolio TLN Stock Details TLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-528
Closed -$203K – 243
2026
Q2 		$203K Buy
+528
New +$194K 0.02% 227

Other funds holding TLN

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Capital Advisors Wealth Management's TLN Position: Q3 2026 in Review

Capital Advisors Wealth Management sold out of Talen Energy Corp (TLN) in Q3 2026, closing a stake of 528 shares — an estimated $203K sold.

Capital Advisors Wealth Management first reported a position in TLN in Q2 2026 and held it in 1 quarter. The position peaked at $203K in Q2 2026. 15 funds tracked by Wall St. Rank hold TLN as of Q3 2026.

  • Capital Advisors Wealth Management reported no remaining Talen Energy Corp position as of Q3 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 528 Talen Energy Corp shares in Q3 2026, an estimated $203K.
  • Capital Advisors Wealth Management first reported a position in Talen Energy Corp in Q2 2026 and held it in 1 quarter.
  • Capital Advisors Wealth Management's Talen Energy Corp position peaked at $203K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Talen Energy Corp as of Q3 2026.

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