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 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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design's EPSN Position: Q2 2026 in Review

True Wealth Design reduced its Epsilon Energy (EPSN) stake by 38% in Q2 2026, selling an estimated $113 and leaving 31 shares worth $168. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

True Wealth Design first reported a position in EPSN in Q3 2025 and has held it in 4 quarters since. The position peaked at $308 in Q1 2026. 7 funds tracked by Wall St. Rank hold EPSN as of Q2 2026.

True Wealth Design held 31 shares of Epsilon Energy worth $168 as of Q2 2026.
True Wealth Design sold 19 Epsilon Energy shares in Q2 2026, an estimated $113.
Epsilon Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2479 holding.
True Wealth Design first reported a position in Epsilon Energy in Q3 2025 and has held it in 4 quarters since.
True Wealth Design's Epsilon Energy position peaked at $308 in Q1 2026.
7 funds tracked by Wall St. Rank held Epsilon Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.