EWM
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Empirical Wealth Management’s CBAK Energy Technology Ltd CBAT Stock Holding History

Empirical Wealth Management’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
2026
Q2 		– Sell
-10,250
Closed -$8.48K – 1072
2026
Q1 		$8.48K Hold
10,250
– – ﹤0.01% 994
2025
Q4 		$8.56K Hold
10,250
– – ﹤0.01% 894
2025
Q3 		$9.17K Hold
10,250
– – ﹤0.01% 792
2025
Q2 		$12.1K Hold
10,250
– – ﹤0.01% 687
2025
Q1 		$8.17K Hold
10,250
– – ﹤0.01% 649
2024
Q4 		$9.63K Hold
10,250
– – ﹤0.01% 611
2024
Q3 		$12.8K Hold
10,250
– – ﹤0.01% 569
2024
Q2 		$14K Hold
10,250
– – ﹤0.01% 561
2024
Q1 		$10.7K Hold
10,250
– – ﹤0.01% 529
2023
Q4 		$10.8K Hold
10,250
– – ﹤0.01% 497
2023
Q3 		$8.39K Hold
10,250
– – ﹤0.01% 463
2023
Q2 		$12.5K Buy
+10,250
New +$9.97K ﹤0.01% 459

Other funds holding CBAT

JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Empirical Wealth Management's CBAT Position: Q2 2026 in Review

Empirical Wealth Management sold out of CBAK Energy Technology Ltd (CBAT) in Q2 2026, closing a stake of 10,250 shares — an estimated $8.48K sold.

Empirical Wealth Management first reported a position in CBAT in Q2 2023 and held it in 12 quarters. The position peaked at $14K in Q2 2024. 4 funds tracked by Wall St. Rank hold CBAT as of Q2 2026.

  • Empirical Wealth Management reported no remaining CBAK Energy Technology Ltd position as of Q2 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 10,250 CBAK Energy Technology Ltd shares in Q2 2026, an estimated $8.48K.
  • Empirical Wealth Management first reported a position in CBAK Energy Technology Ltd in Q2 2023 and held it in 12 quarters.
  • Empirical Wealth Management's CBAK Energy Technology Ltd position peaked at $14K in Q2 2024.
  • 4 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.