NPPM
TLN icon

North Point Portfolio Managers’s Talen Energy Corp TLN Stock Holding History

North Point Portfolio Managers’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 		$9.94M Sell
31,779
-669
-2% -$223K 1.67% 26
2026
Q2 		$12.5M Sell
32,448
-225
-0.7% -$82.5K 2.06% 23
2026
Q1 		$10.4M Buy
+32,673
New +$11.5M 1.86% 29

Other funds holding TLN

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

North Point Portfolio Managers's TLN Position: Q3 2026 in Review

North Point Portfolio Managers reduced its Talen Energy Corp (TLN) stake by 2.1% in Q3 2026, selling an estimated $223K and leaving 31,779 shares worth $9.94M. The position accounts for 1.67% of the portfolio, ranked #26.

North Point Portfolio Managers first reported a position in TLN in Q1 2026 and has held it in 3 quarters since. The position peaked at $12.5M in Q2 2026. 15 funds tracked by Wall St. Rank hold TLN as of Q3 2026.

  • North Point Portfolio Managers held 31,779 shares of Talen Energy Corp worth $9.94M as of Q3 2026.
  • North Point Portfolio Managers sold 669 Talen Energy Corp shares in Q3 2026, an estimated $223K.
  • Talen Energy Corp made up 1.67% of North Point Portfolio Managers's portfolio in Q3 2026, its #26 holding.
  • North Point Portfolio Managers first reported a position in Talen Energy Corp in Q1 2026 and has held it in 3 quarters since.
  • North Point Portfolio Managers's Talen Energy Corp position peaked at $12.5M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Talen Energy Corp as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.