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Allworth Financial’s Orion Energy Systems OESX Stock Holding History

Allworth Financial’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-50
Closed -$438 – 5206
2025
Q3 		$438 Hold
50
– – ﹤0.01% 4470
2025
Q2 		$305 Hold
50
– – ﹤0.01% 4247
2025
Q1 		$362 Hold
50
– – ﹤0.01% 3762
2024
Q4 		$391 Hold
50
– – ﹤0.01% 3664
2024
Q3 		$429 Hold
50
– – ﹤0.01% 3453
2024
Q2 		$515 Hold
50
– – ﹤0.01% 3368
2024
Q1 		$436 Hold
50
– – ﹤0.01% 3317
2023
Q4 		$434 Hold
50
– – ﹤0.01% 3163
2023
Q3 		$630 Hold
50
– – ﹤0.01% 2988
2023
Q2 		$815 Hold
50
– – ﹤0.01% 2793
2023
Q1 		$1.01K Buy
+50
New +$947 ﹤0.01% 2666

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allworth Financial's OESX Position: Q4 2025 in Review

Allworth Financial sold out of Orion Energy Systems (OESX) in Q4 2025, closing a stake of 50 shares — an estimated $438 sold.

Allworth Financial first reported a position in OESX in Q1 2023 and held it in 11 quarters. The position peaked at $1.01K in Q1 2023. 26 funds tracked by Wall St. Rank hold OESX as of Q4 2025.

  • Allworth Financial reported no remaining Orion Energy Systems position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 50 Orion Energy Systems shares in Q4 2025, an estimated $438.
  • Allworth Financial first reported a position in Orion Energy Systems in Q1 2023 and held it in 11 quarters.
  • Allworth Financial's Orion Energy Systems position peaked at $1.01K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2025.

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