Carson Wealth (CWM LLC)
TLN

Carson Wealth (CWM LLC)’s Talen Energy Corp TLN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$522K Sell
1,635
-45
-3% -$15.9K ﹤0.01% 1986
2025
Q4 		$630K Buy
1,680
+57
+4% +$22.2K ﹤0.01% 1779
2025
Q3 		$690K Buy
1,623
+944
+139% +$341K ﹤0.01% 1618
2025
Q2 		$197K Sell
679
-48
-7% -$11.4K ﹤0.01% 2190
2025
Q1 		$145K Buy
727
+311
+75% +$67.5K ﹤0.01% 2129
2024
Q4 		$84K Buy
416
+200
+93% +$39K ﹤0.01% 2410
2024
Q3 		$38K Buy
+216
New +$30.4K ﹤0.01% 2923

Other funds holding TLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Talen Energy Corp (TLN) stake by 2.7% in Q1 2026, selling an estimated $15.9K and leaving 1,635 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Carson Wealth (CWM LLC) first reported a position in TLN in Q3 2024 and has held it in 7 quarters since. The position peaked at $690K in Q3 2025. 578 funds tracked by Wall St. Rank hold TLN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,635 shares of Talen Energy Corp worth $522K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 45 Talen Energy Corp shares in Q1 2026, an estimated $15.9K.
  • Talen Energy Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1986 holding.
  • Carson Wealth (CWM LLC) first reported a position in Talen Energy Corp in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Talen Energy Corp position peaked at $690K in Q3 2025.
  • 578 funds tracked by Wall St. Rank held Talen Energy Corp as of Q1 2026.

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