Concentrum Wealth Management’s Energous WATT Stock Holding History

Concentrum Wealth Management’s Portfolio WATT Stock Details WATT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-355	Closed	-$2.9K	–	82
2025 Q1	$2.9K	Buy	+355	New	+$4.78K	﹤0.01%	76

Other funds holding WATT

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Concentrum Wealth Management's WATT Position: Q2 2025 in Review

Concentrum Wealth Management sold out of Energous (WATT) in Q2 2025, closing a stake of 355 shares — an estimated $2.9K sold.

Concentrum Wealth Management first reported a position in WATT in Q1 2025 and held it in 1 quarter. The position peaked at $2.9K in Q1 2025. 35 funds tracked by Wall St. Rank hold WATT as of Q2 2025.

Concentrum Wealth Management reported no remaining Energous position as of Q2 2025 after selling out during the quarter.
Concentrum Wealth Management sold 355 Energous shares in Q2 2025, an estimated $2.9K.
Concentrum Wealth Management first reported a position in Energous in Q1 2025 and held it in 1 quarter.
Concentrum Wealth Management's Energous position peaked at $2.9K in Q1 2025.
35 funds tracked by Wall St. Rank held Energous as of Q2 2025.

Based on Concentrum Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.