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Rialto Wealth Management’s Energy Services of America ESOA Stock Holding History

Rialto Wealth Management’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-53
Closed -$501 – 1725
2025
Q1 		$501 Buy
+53
New +$578 ﹤0.01% 850

Other funds holding ESOA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

Rialto Wealth Management's ESOA Position: Q2 2025 in Review

Rialto Wealth Management sold out of Energy Services of America (ESOA) in Q2 2025, closing a stake of 53 shares — an estimated $501 sold.

Rialto Wealth Management first reported a position in ESOA in Q1 2025 and held it in 1 quarter. The position peaked at $501 in Q1 2025. 84 funds tracked by Wall St. Rank hold ESOA as of Q2 2025.

  • Rialto Wealth Management reported no remaining Energy Services of America position as of Q2 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 53 Energy Services of America shares in Q2 2025, an estimated $501.
  • Rialto Wealth Management first reported a position in Energy Services of America in Q1 2025 and held it in 1 quarter.
  • Rialto Wealth Management's Energy Services of America position peaked at $501 in Q1 2025.
  • 84 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2025.

Based on Rialto Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.