Garde Capital’s Evolution Petroleum EPM Stock Holding History

Garde Capital’s Portfolio EPM Stock Details EPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,200	Closed	-$5.64K	–	427
2025 Q2	$5.64K	Buy	+1,200	New	+$5.44K	﹤0.01%	555

Other funds holding EPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Garde Capital's EPM Position: Q3 2025 in Review

Garde Capital sold out of Evolution Petroleum (EPM) in Q3 2025, closing a stake of 1,200 shares — an estimated $5.64K sold.

Garde Capital first reported a position in EPM in Q2 2025 and held it in 1 quarter. The position peaked at $5.64K in Q2 2025. 115 funds tracked by Wall St. Rank hold EPM as of Q3 2025.

Garde Capital reported no remaining Evolution Petroleum position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 1,200 Evolution Petroleum shares in Q3 2025, an estimated $5.64K.
Garde Capital first reported a position in Evolution Petroleum in Q2 2025 and held it in 1 quarter.
Garde Capital's Evolution Petroleum position peaked at $5.64K in Q2 2025.
115 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.