Two Seas Capital’s Talen Energy Corp TLN Stock Holding History

Two Seas Capital’s Portfolio TLN Stock Details TLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$167M	Buy	535,493 +28,285	+6%	+$9.43M	1.93%	8
2026 Q2	$195M	Sell	507,208 -71,921	-12%	-$26.4M	3.86%	6
2026 Q1	$185M	Buy	579,129 +187,155	+48%	+$66M	2.58%	7
2025 Q4	$147M	Buy	391,974 +125,086	+47%	+$48.6M	3.03%	6
2025 Q3	$114M	Sell	266,888 -33,810	-11%	-$12.2M	1.82%	7
2025 Q2	$87.4M	Sell	300,698 -171,577	-36%	-$40.7M	1.47%	8
2025 Q1	$94.3M	Sell	472,275 -96,200	-17%	-$20.9M	2.97%	6
2024 Q4	$115M	Buy	568,475 +119,360	+27%	+$23.3M	9.9%	4
2024 Q3	$80.1M	Buy	+449,115	New	+$63.3M	12.97%	3

Other funds holding TLN

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

FFA

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

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

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Two Seas Capital's TLN Position: Q3 2026 in Review

Two Seas Capital increased its Talen Energy Corp (TLN) stake by 5.6% in Q3 2026, buying an estimated $9.43M and bringing the position to 535,493 shares worth $167M. The position accounts for 1.93% of the portfolio, ranked #8.

Two Seas Capital first reported a position in TLN in Q3 2024 and has held it in 9 quarters since. The position peaked at $195M in Q2 2026. 15 funds tracked by Wall St. Rank hold TLN as of Q3 2026.

Two Seas Capital held 535,493 shares of Talen Energy Corp worth $167M as of Q3 2026.
Two Seas Capital bought 28,285 Talen Energy Corp shares in Q3 2026, an estimated $9.43M.
Talen Energy Corp made up 1.93% of Two Seas Capital's portfolio in Q3 2026, its #8 holding.
Two Seas Capital first reported a position in Talen Energy Corp in Q3 2024 and has held it in 9 quarters since.
Two Seas Capital's Talen Energy Corp position peaked at $195M in Q2 2026.
15 funds tracked by Wall St. Rank held Talen Energy Corp as of Q3 2026.

Based on Two Seas Capital's 13F filing for Q3 2026, filed 6 Oct 2026.