Evolution Wealth Management Inc.

SEC CIK: 0002010029
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by Evolution Wealth Management Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEG overview All 13F holders of PEG Full Q2 2026 holdings

Shares (Q2 2026): 74
Value: $6.01K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of PEG by Evolution Wealth Management Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	74	$6.01K	<0.1%	+51+221.7%	Added	Holders
Q1 2026	23	$1.86K	<0.1%	+23	New	Holders
Q3 2025	0	$0	0.0%	−621−100.0%	Sold out	Holders
Q2 2025	621	$52.3K	0.1%	–	No prior filing	Holders