EPG Wealth Management LLC

Position in C — Citigroup Inc

CIK 1803058 ATLANTA, GA

Position in C

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$573,416

+$150,737 QoQ

Shares Held

4,097

+9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,642

of 2,621 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EPG Wealth Management LLC holds $11,643,707 across 4 Banks - Diversified names. C ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,059	$7,547,902
2	BAC	Bank Of America Corp /De/	35,658	$2,031,792
3	RY	Royal Bank Of Canada	7,202	$1,490,597
4	C	Citigroup Inc This page	4,097	$573,416

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$573,416	4,097	+9.9%	Shares	Sole	2026-07-28
2026-03-31	$422,679	3,727	+7.7%	Shares	Sole	2026-05-07
2025-12-31	$403,747	3,460	+1.3%	Shares	Sole	2026-01-28
2025-09-30	$346,521	3,414	-5.3%	Shares	Sole	2025-11-03
2025-06-30	$306,857	3,605	-21.4%	Shares	Sole	2025-08-05
2025-03-31	$325,559	4,586	-3.9%	Shares	Sole	2025-05-13
2024-12-31	$335,829	4,771	+1.0%	Shares	Sole	2025-02-14
2024-09-30	$295,847	4,726	—	Shares	Sole	2024-11-13
2024-06-30	$305,153	0	-100.0%	Shares	Sole	2024-08-13
2024-03-31	$305,955	4,838	-1.8%	Shares	Sole	2024-05-14
2023-12-31	$253,342	4,925	-0.3%	Shares	Sole	2024-02-15
2023-09-30	$203,264	4,942	-58.4%	Shares	Sole	2023-11-13
2023-06-30	$546,725	11,875	+46.6%	Shares	Sole	2023-08-15
2022-12-31	$366,363	8,100	-3.9%	Shares	Sole	2023-02-15
2022-09-30	$351,153	8,427	+5.7%	Shares	Sole	2022-11-15
2022-06-30	$366,770	7,975	+10.6%	Shares	Sole	2022-08-15
2022-03-31	$385,067	7,211	+12.5%	Shares	Sole	2022-05-10
2021-12-31	$386,979	6,408	+7.2%	Shares	Sole	2022-02-14
2021-09-30	$419,465	5,977	+13.1%	Shares	Sole	2021-11-15
2021-06-30	$374,055	5,287	+20.6%	Shares	Sole	2021-08-09
2021-03-31	$318,936	4,384	+33.8%	Shares	Sole	2021-05-10
2020-12-31	$201,998	3,276	+253.4%	Shares	Sole	2021-01-29
2020-03-31	$39,044	927	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.