Avaii Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History

Avaii Wealth Management’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	–	Sell	-30,239	Closed	-$178K	–	183
2026 Q2	$178K	Buy	+30,239	New	+$210K	0.05%	173

Other funds holding EOSE

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Avaii Wealth Management's EOSE Position: Q3 2026 in Review

Avaii Wealth Management sold out of Eos Energy Enterprises (EOSE) in Q3 2026, closing a stake of 30,239 shares — an estimated $178K sold.

Avaii Wealth Management first reported a position in EOSE in Q2 2026 and held it in 1 quarter. The position peaked at $178K in Q2 2026. 8 funds tracked by Wall St. Rank hold EOSE as of Q3 2026.

Avaii Wealth Management reported no remaining Eos Energy Enterprises position as of Q3 2026 after selling out during the quarter.
Avaii Wealth Management sold 30,239 Eos Energy Enterprises shares in Q3 2026, an estimated $178K.
Avaii Wealth Management first reported a position in Eos Energy Enterprises in Q2 2026 and held it in 1 quarter.
Avaii Wealth Management's Eos Energy Enterprises position peaked at $178K in Q2 2026.
8 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.