Simplicity Wealth’s Vaalco Energy EGY Stock Holding History

Simplicity Wealth’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
2025 Q4	–	Sell	-10,839	Closed	-$43.6K	–	719
2025 Q3	$43.6K	Sell	10,839 -11,617	-52%	-$44.8K	﹤0.01%	699
2025 Q2	$81.1K	Buy	22,456 +11,887	+112%	+$41.3K	﹤0.01%	576
2025 Q1	$39.7K	Buy	+10,569	New	+$44.1K	﹤0.01%	549
2024 Q3	–	Sell	-13,617	Closed	-$85.4K	–	694
2024 Q2	$85.4K	Buy	13,617 +1,648	+14%	+$10.6K	﹤0.01%	1184
2024 Q1	$83.4K	Buy	+11,969	New	+$56.1K	﹤0.01%	1119

Other funds holding EGY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

FSCM

First Sabrepoint Capital Management Dallas, Texas $276M AUM 61.64% 1-Year Est. Return

Simplicity Wealth's EGY Position: Q4 2025 in Review

Simplicity Wealth sold out of Vaalco Energy (EGY) in Q4 2025, closing a stake of 10,839 shares — an estimated $43.6K sold.

Simplicity Wealth first reported a position in EGY in Q1 2024 and held it in 5 quarters. The position peaked at $85.4K in Q2 2024. 174 funds tracked by Wall St. Rank hold EGY as of Q4 2025.

Simplicity Wealth reported no remaining Vaalco Energy position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 10,839 Vaalco Energy shares in Q4 2025, an estimated $43.6K.
Simplicity Wealth first reported a position in Vaalco Energy in Q1 2024 and held it in 5 quarters.
Simplicity Wealth's Vaalco Energy position peaked at $85.4K in Q2 2024.
174 funds tracked by Wall St. Rank held Vaalco Energy as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.