Compass Financial Management
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Compass Financial Management’s Broadwind BWEN Stock Holding History

Compass Financial Management’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.09K Hold
500
– – ﹤0.01% 1449
2026
Q2 		$2.42K Buy
+500
New +$1.66K ﹤0.01% 1291

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Compass Financial Management's BWEN Position: Q3 2026 in Review

Compass Financial Management held its Broadwind (BWEN) position steady in Q3 2026 at 500 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Compass Financial Management first reported a position in BWEN in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.42K in Q2 2026. 45 funds tracked by Wall St. Rank hold BWEN as of Q3 2026.

  • Compass Financial Management held 500 shares of Broadwind worth $2.09K as of Q3 2026.
  • Compass Financial Management left its Broadwind share count unchanged in Q3 2026.
  • Broadwind made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1449 holding.
  • Compass Financial Management first reported a position in Broadwind in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Broadwind position peaked at $2.42K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Broadwind as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.