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Apella Capital’s Eos Energy Enterprises EOSE Stock Holding History

Apella Capital’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$109K Sell
35,177
-4,600
-12% -$17.9K ﹤0.01% 768
2026
Q2 		$189K Buy
39,777
+28,084
+240% +$195K ﹤0.01% 677
2026
Q1 		$83.7K Buy
11,693
+1,571
+16% +$16.9K ﹤0.01% 665
2025
Q4 		$116K Sell
10,122
-978
-9% -$14.1K ﹤0.01% 525
2025
Q3 		$171K Buy
+11,100
New +$75.9K ﹤0.01% 462

Other funds holding EOSE

BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Apella Capital's EOSE Position: Q3 2026 in Review

Apella Capital reduced its Eos Energy Enterprises (EOSE) stake by 12% in Q3 2026, selling an estimated $17.9K and leaving 35,177 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Apella Capital first reported a position in EOSE in Q3 2025 and has held it in 5 quarters since. The position peaked at $189K in Q2 2026. 8 funds tracked by Wall St. Rank hold EOSE as of Q3 2026.

  • Apella Capital held 35,177 shares of Eos Energy Enterprises worth $109K as of Q3 2026.
  • Apella Capital sold 4,600 Eos Energy Enterprises shares in Q3 2026, an estimated $17.9K.
  • Eos Energy Enterprises made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #768 holding.
  • Apella Capital first reported a position in Eos Energy Enterprises in Q3 2025 and has held it in 5 quarters since.
  • Apella Capital's Eos Energy Enterprises position peaked at $189K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.