LHWM
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Lake Hills Wealth Management’s T1 Energy TE Stock Holding History

Lake Hills Wealth Management’s Portfolio TE Stock Details TE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$117K Buy
30,429
+7,813
+35% +$40.3K 0.05% 62
2026
Q2 		$214K Sell
22,616
-67,297
-75% -$478K 0.1% 60
2026
Q1 		$395K Buy
89,913
+72,068
+404% +$528K 0.22% 41
2025
Q4 		$119K Buy
+17,845
New +$78.7K 0.06% 57

Other funds holding TE

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Lake Hills Wealth Management's TE Position: Q3 2026 in Review

Lake Hills Wealth Management increased its T1 Energy (TE) stake by 35% in Q3 2026, buying an estimated $40.3K and bringing the position to 30,429 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #62.

Lake Hills Wealth Management first reported a position in TE in Q4 2025 and has held it in 4 quarters since. The position peaked at $395K in Q1 2026. 12 funds tracked by Wall St. Rank hold TE as of Q3 2026.

  • Lake Hills Wealth Management held 30,429 shares of T1 Energy worth $117K as of Q3 2026.
  • Lake Hills Wealth Management bought 7,813 T1 Energy shares in Q3 2026, an estimated $40.3K.
  • T1 Energy made up 0.05% of Lake Hills Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Lake Hills Wealth Management first reported a position in T1 Energy in Q4 2025 and has held it in 4 quarters since.
  • Lake Hills Wealth Management's T1 Energy position peaked at $395K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held T1 Energy as of Q3 2026.

Based on Lake Hills Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.