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EverSource Wealth Advisors’s Solarmax Technology SMXT Stock Holding History

EverSource Wealth Advisors’s Portfolio SMXT Stock Details SMXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$14 – 4477
2025
Q3 		$14 Sell
1
-8
-89% -$106 ﹤0.01% 4292
2025
Q2 		$122 Sell
9
-3
-25% -$41 ﹤0.01% 4106
2025
Q1 		$167 Buy
12
+11
+1,100% +$189 ﹤0.01% 3735
2024
Q4 		$10 Buy
+1
New +$14 ﹤0.01% 3733

Other funds holding SMXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
EGM
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EverSource Wealth Advisors's SMXT Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Solarmax Technology (SMXT) in Q4 2025, closing a stake of 1 share — an estimated $14 sold.

EverSource Wealth Advisors first reported a position in SMXT in Q4 2024 and held it in 4 quarters. The position peaked at $167 in Q1 2025. 19 funds tracked by Wall St. Rank hold SMXT as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Solarmax Technology position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 Solarmax Technology share in Q4 2025, an estimated $14.
  • EverSource Wealth Advisors first reported a position in Solarmax Technology in Q4 2024 and held it in 4 quarters.
  • EverSource Wealth Advisors's Solarmax Technology position peaked at $167 in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Solarmax Technology as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.