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	-13	Closed	-$14	–	4477
2025 Q3	$14	Sell	13 -99	-88%	-$109	﹤0.01%	4292
2025 Q2	$122	Sell	112 -27	-19%	-$31	﹤0.01%	4106
2025 Q1	$167	Buy	139 +133	+2,217%	+$191	﹤0.01%	3735
2024 Q4	$10	Buy	+6	New	+$7	﹤0.01%	3733

Other funds holding SMXT

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 13 shares — 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. 20 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 13 Solarmax Technology shares 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.
20 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.