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Legacy Wealth Management (Idaho)’s Evolution Petroleum EPM Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$335 Hold
73
– – ﹤0.01% 969
2025
Q4 		$259 Buy
+73
New +$308 ﹤0.01% 861

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s EPM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Evolution Petroleum (EPM) position steady in Q1 2026 at 73 shares worth $335. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Legacy Wealth Management (Idaho) first reported a position in EPM in Q4 2025 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 73 shares of Evolution Petroleum worth $335 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Evolution Petroleum share count unchanged in Q1 2026.
  • Evolution Petroleum made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #969 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Evolution Petroleum in Q4 2025 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.