Sax Wealth Advisors’s Talen Energy Corp TLN Stock Holding History

Sax Wealth Advisors’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	$1.31M	Buy	+4,200	New	+$1.4M	0.04%	261

Other funds holding TLN

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Sax Wealth Advisors's TLN Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Talen Energy Corp (TLN) in Q3 2026: 4,200 shares worth $1.31M. The stake represents 0.04% of the portfolio and ranks #261 among its holdings.

27 funds tracked by Wall St. Rank hold TLN as of Q3 2026.

Sax Wealth Advisors held 4,200 shares of Talen Energy Corp worth $1.31M as of Q3 2026.
Talen Energy Corp was a new Sax Wealth Advisors position in Q3 2026.
Talen Energy Corp made up 0.04% of Sax Wealth Advisors's portfolio in Q3 2026, its #261 holding.
27 funds tracked by Wall St. Rank held Talen Energy Corp as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.