Spire Wealth Management’s Vaalco Energy EGY Stock Holding History

Spire Wealth Management’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 Q3	–	Sell	-1,397	Closed	-$5.04K	–	2390
2025 Q2	$5.04K	Buy	1,397 +23	+2%	+$80	﹤0.01%	1937
2025 Q1	$5.17K	Buy	1,374 +22	+2%	+$92	﹤0.01%	2049
2024 Q4	$5.91K	Buy	1,352 +19	+1%	+$101	﹤0.01%	2001
2024 Q3	$7.65K	Buy	1,333 +14	+1%	+$88	﹤0.01%	1713
2024 Q2	$8.27K	Buy	1,319 +13	+1%	+$84	﹤0.01%	1691
2024 Q1	$9.11K	Buy	+1,306	New	+$6.12K	﹤0.01%	1740
2022 Q3	–	Sell	-500	Closed	-$3K	–	2285
2022 Q2	$3K	Buy	+500	New	+$3.58K	﹤0.01%	2258

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 $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

KCM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FSCM

First Sabrepoint Capital Management Dallas, Texas $304M AUM 71.25% 1-Year Est. Return

TCM

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

Spire Wealth Management's EGY Position: Q3 2025 in Review

Spire Wealth Management sold out of Vaalco Energy (EGY) in Q3 2025, closing a stake of 1,397 shares — an estimated $5.04K sold.

Spire Wealth Management first reported a position in EGY in Q2 2022 and held it in 7 quarters. The position peaked at $9.11K in Q1 2024. 177 funds tracked by Wall St. Rank hold EGY as of Q3 2025.

Spire Wealth Management reported no remaining Vaalco Energy position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 1,397 Vaalco Energy shares in Q3 2025, an estimated $5.04K.
Spire Wealth Management first reported a position in Vaalco Energy in Q2 2022 and held it in 7 quarters.
Spire Wealth Management's Vaalco Energy position peaked at $9.11K in Q1 2024.
177 funds tracked by Wall St. Rank held Vaalco Energy as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.