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Whalen Wealth Management’s Talen Energy Corp TLN Stock Holding History

Whalen Wealth Management’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 		– Sell
-843
Closed -$324K – 254
2026
Q2 		$324K Sell
843
-170
-17% -$62.3K 0.15% 156
2026
Q1 		$323K Buy
+1,013
New +$357K 0.17% 146

Other funds holding TLN

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Whalen Wealth Management's TLN Position: Q3 2026 in Review

Whalen Wealth Management sold out of Talen Energy Corp (TLN) in Q3 2026, closing a stake of 843 shares — an estimated $324K sold.

Whalen Wealth Management first reported a position in TLN in Q1 2026 and held it in 2 quarters. The position peaked at $324K in Q2 2026. 38 funds tracked by Wall St. Rank hold TLN as of Q3 2026.

  • Whalen Wealth Management reported no remaining Talen Energy Corp position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 843 Talen Energy Corp shares in Q3 2026, an estimated $324K.
  • Whalen Wealth Management first reported a position in Talen Energy Corp in Q1 2026 and held it in 2 quarters.
  • Whalen Wealth Management's Talen Energy Corp position peaked at $324K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Talen Energy Corp as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.