Empirical Wealth Management
CBAT icon

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 		$9.6K 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 		$8.4K Hold
10,250
– – ﹤0.01% 463
2023
Q2 		$12.5K Buy
+10,250
New +$10K ﹤0.01% 459

Other funds holding CBAT

Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
XTX Topco
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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. 28 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.
  • 28 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.