Meriwether Wealth & Planning, LLC TLN TALEN ENERGY CORP

Ownership history in Meriwether Wealth & Planning, LLC  ·  4 quarters on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported TALEN ENERGY CORP (TLN) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows TLN at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meriwether Wealth & Planning, LLC's position in TALEN ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TLN was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Meriwether Wealth & Planning, LLC held TLN — position size vs. price
% of Fund (quarterly)    TLN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 665 -2 -0.3% 0.13% $256K 2026-07-08 $367.88
2026 Q1 UNCHANGED 667 0% 0.12% $213K 2026-04-09 $312.76
2025 Q4 REDUCED 6.3% -14.8% 667 -45 -6.3% 0.14% $250K 2026-01-14 $374.83
2025 Q3 INITIATED 712 0.18% $303K 2025-10-15 $415.81

FAQ About Meriwether Wealth & Planning, LLC and TLN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meriwether Wealth & Planning, LLC reported owning TLN?

Meriwether Wealth & Planning, LLC reported TLN across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported TLN position in Meriwether Wealth & Planning, LLC's portfolio?

The largest reported portfolio weight for TLN was 0.18% in 2025 Q3.

What is the latest reported TLN position on this page?

The most recent filing on this page is 2026 Q2, when Meriwether Wealth & Planning, LLC reported 665 shares, equal to 0.13% of portfolio, with an estimated market value of $256K.

What does the chart on this TLN ownership page compare?

The chart compares Meriwether Wealth & Planning, LLC's quarterly TLN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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