Integrated Wealth Concepts’s Talen Energy Corp TLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$696K Buy
2,181
+559
+34% +$197K 0.01% 1336
2025
Q4
$608K Sell
1,622
-496
-23% -$193K 0.01% 1001
2025
Q3
$901K Buy
2,118
+241
+13% +$87.1K 0.01% 1035
2025
Q2
$546K Sell
1,877
-308
-14% -$73.1K 0.01% 1224
2025
Q1
$436K Sell
2,185
-979
-31% -$212K 0.01% 1206
2024
Q4
$637K Buy
+3,164
New +$617K 0.01% 1017

Other funds holding TLN

Integrated Wealth Concepts's TLN Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Talen Energy Corp (TLN) stake by 34% in Q1 2026, buying an estimated $197K and bringing the position to 2,181 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #1336.

Integrated Wealth Concepts first reported a position in TLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $901K in Q3 2025. 578 funds tracked by Wall St. Rank hold TLN as of Q1 2026.

  • Integrated Wealth Concepts held 2,181 shares of Talen Energy Corp worth $696K as of Q1 2026.
  • Integrated Wealth Concepts bought 559 Talen Energy Corp shares in Q1 2026, an estimated $197K.
  • Talen Energy Corp made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1336 holding.
  • Integrated Wealth Concepts first reported a position in Talen Energy Corp in Q4 2024 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Talen Energy Corp position peaked at $901K in Q3 2025.
  • 578 funds tracked by Wall St. Rank held Talen Energy Corp as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.