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Allworth Financial’s ESS Tech GWH Stock Holding History

Allworth Financial’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-166
Closed -$253 – 5131
2025
Q3 		$253 Hold
166
– – ﹤0.01% 4577
2025
Q2 		$221 Hold
166
– – ﹤0.01% 4303
2025
Q1 		$379 Sell
166
-15
-8% -$68 ﹤0.01% 3750
2024
Q4 		$963 Hold
181
– – ﹤0.01% 3408
2024
Q3 		$1.14K Buy
181
+166
+1,107% +$1.5K ﹤0.01% 3174
2024
Q2 		$181 Hold
15
– – ﹤0.01% 3563
2024
Q1 		$165 Hold
15
– – ﹤0.01% 3465
2023
Q4 		$259 Hold
15
– – ﹤0.01% 3257
2023
Q3 		$427 Hold
15
– – ﹤0.01% 3078
2023
Q2 		$334 Hold
15
– – ﹤0.01% 2984
2023
Q1 		$316 Hold
15
– – ﹤0.01% 2927
2022
Q4 		$552 Hold
15
– – ﹤0.01% 2609
2022
Q3 		$1K Hold
15
– – ﹤0.01% 2396
2022
Q2 		$1K Hold
15
– – ﹤0.01% 2163
2022
Q1 		$1K Buy
+15
New +$1.34K ﹤0.01% 1939

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Allworth Financial's GWH Position: Q4 2025 in Review

Allworth Financial sold out of ESS Tech (GWH) in Q4 2025, closing a stake of 166 shares — an estimated $253 sold.

Allworth Financial first reported a position in GWH in Q1 2022 and held it in 15 quarters. The position peaked at $1.14K in Q3 2024. 55 funds tracked by Wall St. Rank hold GWH as of Q4 2025.

  • Allworth Financial reported no remaining ESS Tech position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 166 ESS Tech shares in Q4 2025, an estimated $253.
  • Allworth Financial first reported a position in ESS Tech in Q1 2022 and held it in 15 quarters.
  • Allworth Financial's ESS Tech position peaked at $1.14K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held ESS Tech as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.