Carson Wealth (CWM LLC)
EPSN icon

Carson Wealth (CWM LLC)’s Epsilon Energy EPSN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EPSN Stock Details EPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.1K Buy
5,210
+1,415
+37% +$7.22K ﹤0.01% 4112
2025
Q4 		$18K Sell
3,795
-159
-4% -$766 ﹤0.01% 4220
2025
Q3 		$20K Buy
+3,954
New +$24K ﹤0.01% 4119
2024
Q4 		– Sell
-60
Closed – – 4971
2024
Q3 		$0 Buy
+60
New +$321 ﹤0.01% 4901

Other funds holding EPSN

SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
YEPI
Yorktown Energy Partners IX New York $57.5M AUM 108.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EPSN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Epsilon Energy (EPSN) stake by 37% in Q1 2026, buying an estimated $7.22K and bringing the position to 5,210 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4112.

Carson Wealth (CWM LLC) first reported a position in EPSN in Q3 2024 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold EPSN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,210 shares of Epsilon Energy worth $32.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,415 Epsilon Energy shares in Q1 2026, an estimated $7.22K.
  • Epsilon Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4112 holding.
  • Carson Wealth (CWM LLC) first reported a position in Epsilon Energy in Q3 2024 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held Epsilon Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.