True Wealth Design’s Epsilon Energy EPSN Stock Holding History

True Wealth Design’s Portfolio EPSN Stock Details EPSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$215	Buy	37 +6	+19%	+$35	﹤0.01%	2337
2026 Q2	$168	Sell	31 -19	-38%	-$113	﹤0.01%	2479
2026 Q1	$308	Buy	50 +48	+2,400%	+$245	﹤0.01%	2209
2025 Q4	$10	Sell	2 -13	-87%	-$63	﹤0.01%	2522
2025 Q3	$76	Buy	+15	New	+$91	﹤0.01%	2504

Other funds holding EPSN

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's EPSN Position: Q3 2026 in Review

True Wealth Design increased its Epsilon Energy (EPSN) stake by 19% in Q3 2026, buying an estimated $35 and bringing the position to 37 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

True Wealth Design first reported a position in EPSN in Q3 2025 and has held it in 5 quarters since. The position peaked at $308 in Q1 2026. 10 funds tracked by Wall St. Rank hold EPSN as of Q3 2026.

True Wealth Design held 37 shares of Epsilon Energy worth $215 as of Q3 2026.
True Wealth Design bought 6 Epsilon Energy shares in Q3 2026, an estimated $35.
Epsilon Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2337 holding.
True Wealth Design first reported a position in Epsilon Energy in Q3 2025 and has held it in 5 quarters since.
True Wealth Design's Epsilon Energy position peaked at $308 in Q1 2026.
10 funds tracked by Wall St. Rank held Epsilon Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.