Pinnacle Wealth Planning Services
EGY icon

Pinnacle Wealth Planning Services’s Vaalco Energy EGY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EGY Stock Details EGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.08K Hold
1,605
– – ﹤0.01% 2119
2026
Q2 		$8.15K Hold
1,605
– – ﹤0.01% 2142
2026
Q1 		$10.2K Hold
1,605
– – ﹤0.01% 1992
2025
Q4 		$5.84K Buy
+1,605
New +$5.94K ﹤0.01% 2231

Other funds holding EGY

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Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Tieton Capital Management
Tieton Capital Management Yakima, Washington $336M AUM 34.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Pinnacle Wealth Planning Services's EGY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Vaalco Energy (EGY) position steady in Q3 2026 at 1,605 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Pinnacle Wealth Planning Services first reported a position in EGY in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.2K in Q1 2026. 90 funds tracked by Wall St. Rank hold EGY as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,605 shares of Vaalco Energy worth $9.08K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Vaalco Energy share count unchanged in Q3 2026.
  • Vaalco Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2119 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vaalco Energy in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Vaalco Energy position peaked at $10.2K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Vaalco Energy as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.