TWD
ESOA icon

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
Q2 		$39 Buy
+2
New +$33 ﹤0.01% 2611

Other funds holding ESOA

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design opened a new position in Energy Services of America (ESOA) in Q2 2026: 2 shares worth $39. The stake represents ﹤0.01% of the portfolio and ranks #2611 among its holdings.

9 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • True Wealth Design held 2 shares of Energy Services of America worth $39 as of Q2 2026.
  • Energy Services of America was a new True Wealth Design position in Q2 2026.
  • Energy Services of America made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2611 holding.
  • 9 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

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