Position in TLN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$256,301
-$16,957 QoQ
Shares Held
667
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#486
of 639 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TLN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026GeoWealth Management, LLC holds $909,584 across 3 Utilities - Independent Power Producers names. TLN ranks #2 (28.2% of the industry book) .
All Filings in TLN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,301 | 667 | Shares | Other | 2026-07-30 | |
| 2025-12-31 | $273,258 | 729 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $266,713 | 627 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $225,637 | 776 | Shares | Other | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||