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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
Q2 		– Sell
-73
Closed -$335 – 420
2026
Q1 		$335 Hold
73
– – ﹤0.01% 969
2025
Q4 		$259 Buy
+73
New +$308 ﹤0.01% 861

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s EPM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Evolution Petroleum (EPM) in Q2 2026, closing a stake of 73 shares — an estimated $335 sold.

Legacy Wealth Management (Idaho) first reported a position in EPM in Q4 2025 and held it in 2 quarters. The position peaked at $335 in Q1 2026. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Evolution Petroleum position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 73 Evolution Petroleum shares in Q2 2026, an estimated $335.
  • Legacy Wealth Management (Idaho) first reported a position in Evolution Petroleum in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Evolution Petroleum position peaked at $335 in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.