Meriwether Wealth & Planning
TLN icon

Meriwether Wealth & Planning’s Talen Energy Corp TLN Stock Holding History

Meriwether Wealth & Planning’s Portfolio TLN Stock Details TLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$86K Sell
275
-390
-59% -$130K 0.04% 194
2026
Q2 		$256K Sell
665
-2
-0.3% -$733 0.13% 103
2026
Q1 		$213K Hold
667
– – 0.12% 115
2025
Q4 		$250K Sell
667
-45
-6% -$17.5K 0.14% 103
2025
Q3 		$303K Buy
+712
New +$257K 0.18% 86

Other funds holding TLN

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
North Point Portfolio Managers
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Meriwether Wealth & Planning's TLN Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Talen Energy Corp (TLN) stake by 59% in Q3 2026, selling an estimated $130K and leaving 275 shares worth $86K. The position accounts for 0.04% of the portfolio, ranked #194.

Meriwether Wealth & Planning first reported a position in TLN in Q3 2025 and has held it in 5 quarters since. The position peaked at $303K in Q3 2025. 74 funds tracked by Wall St. Rank hold TLN as of Q3 2026.

  • Meriwether Wealth & Planning held 275 shares of Talen Energy Corp worth $86K as of Q3 2026.
  • Meriwether Wealth & Planning sold 390 Talen Energy Corp shares in Q3 2026, an estimated $130K.
  • Talen Energy Corp made up 0.04% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #194 holding.
  • Meriwether Wealth & Planning first reported a position in Talen Energy Corp in Q3 2025 and has held it in 5 quarters since.
  • Meriwether Wealth & Planning's Talen Energy Corp position peaked at $303K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Talen Energy Corp as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.