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Integrated Wealth Concepts’s Epsilon Energy EPSN Stock Holding History

Integrated Wealth Concepts’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
Q2 		$7.22K Buy
+1,335
New +$7.92K ﹤0.01% 4765

Other funds holding EPSN

SCM
Solas Capital Management Darien, Connecticut $187M AUM 12.91% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $108M AUM 57.73% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $47.6M AUM 46.93% 1-Year Est. Return
YEPI
Yorktown Energy Partners IX New York $36.1M AUM 16.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAM
Ballast Asset Management Dallas, Texas $251M AUM 53.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Integrated Wealth Concepts's EPSN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Epsilon Energy (EPSN) in Q2 2026: 1,335 shares worth $7.22K. The stake represents ﹤0.01% of the portfolio and ranks #4765 among its holdings.

103 funds tracked by Wall St. Rank hold EPSN as of Q2 2026.

  • Integrated Wealth Concepts held 1,335 shares of Epsilon Energy worth $7.22K as of Q2 2026.
  • Epsilon Energy was a new Integrated Wealth Concepts position in Q2 2026.
  • Epsilon Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4765 holding.
  • 103 funds tracked by Wall St. Rank held Epsilon Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.