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True Wealth Design’s Talos Energy TALO Stock Holding History

True Wealth Design’s Portfolio TALO Stock Details TALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$194 Sell
15
-60
-80% -$895 ﹤0.01% 2453
2026
Q1 		$1.18K Hold
75
– – ﹤0.01% 1741
2025
Q4 		$827 Buy
75
+4
+6% +$42 ﹤0.01% 1780
2025
Q3 		$681 Buy
+71
New +$637 ﹤0.01% 1898

Other funds holding TALO

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design reduced its Talos Energy (TALO) stake by 80% in Q2 2026, selling an estimated $895 and leaving 15 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

True Wealth Design first reported a position in TALO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.18K in Q1 2026. 24 funds tracked by Wall St. Rank hold TALO as of Q2 2026.

  • True Wealth Design held 15 shares of Talos Energy worth $194 as of Q2 2026.
  • True Wealth Design sold 60 Talos Energy shares in Q2 2026, an estimated $895.
  • Talos Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2453 holding.
  • True Wealth Design first reported a position in Talos Energy in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Talos Energy position peaked at $1.18K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Talos Energy as of Q2 2026.

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