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Tortoise Essent Assts shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of Tortoise Essent Assts (TEAF) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in Tortoise Essent Assts

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Essent Assts held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Essent Assts by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $429k 37k 11.76
2025-06-30 $450k 37k 12.25
2025-03-31 $217k 19k 11.39

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Visa Com Cl A (V)
Pimco Etf Tr Multisector Bd (PYLD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding Tortoise Essent Assts

Saba Capital Management
Morgan Stanley
Sit Investment Associates
Pathstone Holdings
Thomas J. Herzfeld Advisors
Deschutes Portfolio Strategy
Eagle Bluffs Wealth Management
Private Advisor
Janney Montgomery Scott
Consolidated Portfolio Review Corp
Cambridge Investment Research Advisors
Castlekeep Investment Advisors
Absolute Investment Advisers
Blue Bell Private Wealth Management
Cohen & Steers Capital Management

View all funds holding Tortoise Essent Assts