B. Riley Wealth Advisors’s CBAK Energy Technology Ltd CBAT Stock Holding History

B. Riley Wealth Advisors’s Portfolio CBAT Stock Details CBAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,200	Closed	-$14.4K	–	1090
2025 Q2	$14.4K	Hold	12,200	–	–	﹤0.01%	1023
2025 Q1	$9.7K	Hold	12,200	–	–	﹤0.01%	1318
2024 Q4	$11.5K	Hold	12,200	–	–	﹤0.01%	1136
2024 Q3	$15.2K	Hold	12,200	–	–	﹤0.01%	1255
2024 Q2	$16.7K	Hold	12,200	–	–	﹤0.01%	1370
2024 Q1	$10K	Hold	12,200	–	–	﹤0.01%	1436
2023 Q4	$12.8K	Hold	12,200	–	–	﹤0.01%	1378
2023 Q3	$10K	Hold	12,200	–	–	﹤0.01%	1436
2023 Q2	$14.9K	Hold	12,200	–	–	﹤0.01%	1515
2023 Q1	$10.7K	Buy	+12,200	New	+$12.7K	﹤0.01%	1485
2015 Q1	–	Sell	-40	Closed	–	–	771
2014 Q4	$0	Buy	+40	New	+$111	﹤0.01%	3676

Other funds holding CBAT

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

B. Riley Wealth Advisors's CBAT Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of CBAK Energy Technology Ltd (CBAT) in Q3 2025, closing a stake of 12,200 shares — an estimated $14.4K sold.

B. Riley Wealth Advisors first reported a position in CBAT in Q4 2014 and held it in 11 quarters. The position peaked at $16.7K in Q2 2024. 26 funds tracked by Wall St. Rank hold CBAT as of Q3 2025.

B. Riley Wealth Advisors reported no remaining CBAK Energy Technology Ltd position as of Q3 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,200 CBAK Energy Technology Ltd shares in Q3 2025, an estimated $14.4K.
B. Riley Wealth Advisors first reported a position in CBAK Energy Technology Ltd in Q4 2014 and held it in 11 quarters.
B. Riley Wealth Advisors's CBAK Energy Technology Ltd position peaked at $16.7K in Q2 2024.
26 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.