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IAG Wealth Partners’s Orion Energy Systems OESX Stock Holding History

IAG Wealth Partners’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.9K Hold
1,700
– – ﹤0.01% 311
2026
Q1 		$14.9K Hold
1,700
– – ﹤0.01% 339
2025
Q4 		$26.1K Buy
1,700
+100
+6% +$1.28K ﹤0.01% 267
2025
Q3 		$14K Buy
1,600
+200
+14% +$1.4K ﹤0.01% 345
2025
Q2 		$8.4K Buy
1,400
+200
+17% +$1.35K ﹤0.01% 365
2025
Q1 		$8.65K Hold
1,200
– – ﹤0.01% 354
2024
Q4 		$9.6K Buy
1,200
+200
+20% +$1.75K ﹤0.01% 348
2024
Q3 		$8.57K Hold
1,000
– – ﹤0.01% 362
2024
Q2 		$11.1K Buy
+1,000
New +$9.77K ﹤0.01% 319
2020
Q3 		– Sell
-2,400
Closed -$84K – 415
2020
Q2 		$84K Hold
2,400
– – 0.04% 75
2020
Q1 		$89K Hold
2,400
– – 0.06% 69
2019
Q4 		$81K Buy
+2,400
New +$72.1K 0.05% 80

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IAG Wealth Partners's OESX Position: Q2 2026 in Review

IAG Wealth Partners held its Orion Energy Systems (OESX) position steady in Q2 2026 at 1,700 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

IAG Wealth Partners first reported a position in OESX in Q4 2019 and has held it in 12 quarters since. The position peaked at $89K in Q1 2020. 34 funds tracked by Wall St. Rank hold OESX as of Q2 2026.

  • IAG Wealth Partners held 1,700 shares of Orion Energy Systems worth $19.9K as of Q2 2026.
  • IAG Wealth Partners left its Orion Energy Systems share count unchanged in Q2 2026.
  • Orion Energy Systems made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #311 holding.
  • IAG Wealth Partners first reported a position in Orion Energy Systems in Q4 2019 and has held it in 12 quarters since.
  • IAG Wealth Partners's Orion Energy Systems position peaked at $89K in Q1 2020.
  • 34 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.