True Wealth Design’s Energy Services of America ESOA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$324	Buy	29 +27	+1,350%	+$366	﹤0.01%	2251
2026 Q2	$39	Buy	+2	New	+$33	﹤0.01%	2611

Other funds holding ESOA

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

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

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

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

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

True Wealth Design increased its Energy Services of America (ESOA) stake by 1,350% in Q3 2026, buying an estimated $366 and bringing the position to 29 shares worth $324. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

True Wealth Design first reported a position in ESOA in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold ESOA as of Q3 2026.

True Wealth Design held 29 shares of Energy Services of America worth $324 as of Q3 2026.
True Wealth Design bought 27 Energy Services of America shares in Q3 2026, an estimated $366.
Energy Services of America made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2251 holding.
True Wealth Design first reported a position in Energy Services of America in Q2 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2026.

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