Gen-Wealth Partners’s Vaalco Energy EGY Stock Holding History

Gen-Wealth Partners’s Portfolio EGY Stock Details EGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-575	Closed	-$2.51K	–	638
2024 Q4	$2.51K	Hold	575	–	–	﹤0.01%	569
2024 Q3	$3.08K	Buy	575 +555	+2,775%	+$3.5K	﹤0.01%	582
2024 Q2	$125	Buy	+20	New	+$129	﹤0.01%	640

Other funds holding EGY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FSCM

First Sabrepoint Capital Management Dallas, Texas $304M AUM 71.25% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Gen-Wealth Partners's EGY Position: Q1 2025 in Review

Gen-Wealth Partners sold out of Vaalco Energy (EGY) in Q1 2025, closing a stake of 575 shares — an estimated $2.51K sold.

Gen-Wealth Partners first reported a position in EGY in Q2 2024 and held it in 3 quarters. The position peaked at $3.08K in Q3 2024. 194 funds tracked by Wall St. Rank hold EGY as of Q1 2025.

Gen-Wealth Partners reported no remaining Vaalco Energy position as of Q1 2025 after selling out during the quarter.
Gen-Wealth Partners sold 575 Vaalco Energy shares in Q1 2025, an estimated $2.51K.
Gen-Wealth Partners first reported a position in Vaalco Energy in Q2 2024 and held it in 3 quarters.
Gen-Wealth Partners's Vaalco Energy position peaked at $3.08K in Q3 2024.
194 funds tracked by Wall St. Rank held Vaalco Energy as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.