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True Wealth Design’s Evolution Petroleum EPM Stock Holding History

True Wealth Design’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$486 Buy
132
+130
+6,500% +$568 ﹤0.01% 2213
2026
Q1 		$10 Sell
2
-1
-33% -$4 ﹤0.01% 2669
2025
Q4 		$11 Hold
3
– – ﹤0.01% 2515
2025
Q3 		$15 Sell
3
-4
-57% -$20 ﹤0.01% 2673
2025
Q2 		$33 Sell
7
-176
-96% -$798 ﹤0.01% 2453
2025
Q1 		$948 Buy
183
+20
+12% +$104 ﹤0.01% 1281
2024
Q4 		$853 Buy
+163
New +$892 ﹤0.01% 977

Other funds holding EPM

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return