Focused Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History

Focused Wealth Management’s Portfolio EOSE Stock Details EOSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-13,307	Closed	-$78.2K	–	259
2026 Q2	$78.2K	Buy	13,307 +39	+0.3%	+$271	0.01%	256
2026 Q1	$65.8K	Buy	13,268 +53	+0.4%	+$570	0.01%	219
2025 Q4	$151K	Buy	+13,215	New	+$190K	0.02%	192
2024 Q4	–	Sell	-15,500	Closed	-$46K	–	208
2024 Q3	$46K	Buy	+15,500	New	+$32.8K	0.01%	230
2024 Q1	–	Sell	-500	Closed	-$545	–	423
2023 Q4	$545	Hold	500	–	–	﹤0.01%	895
2023 Q3	$1.08K	Hold	500	–	–	﹤0.01%	840
2023 Q2	$2.17K	Hold	500	–	–	﹤0.01%	792
2023 Q1	$1.28K	Hold	500	–	–	﹤0.01%	840
2022 Q4	$740	Hold	500	–	–	﹤0.01%	904
2022 Q3	$1K	Hold	500	–	–	﹤0.01%	832
2022 Q2	$1K	Sell	500 -1,000	-67%	-$2.05K	﹤0.01%	815
2022 Q1	$6K	Buy	+1,500	New	+$6.18K	﹤0.01%	637
2021 Q1	–	Sell	-4,000	Closed	-$83K	–	932
2020 Q4	$83K	Buy	+4,000	New	+$51.6K	0.02%	292

Other funds holding EOSE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Crystal Cove Asset Management Newport Beach, California $66.8M AUM

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Focused Wealth Management's EOSE Position: Q3 2026 in Review

Focused Wealth Management sold out of Eos Energy Enterprises (EOSE) in Q3 2026, closing a stake of 13,307 shares — an estimated $78.2K sold.

Focused Wealth Management first reported a position in EOSE in Q4 2020 and held it in 13 quarters. The position peaked at $151K in Q4 2025. 189 funds tracked by Wall St. Rank hold EOSE as of Q3 2026.

Focused Wealth Management reported no remaining Eos Energy Enterprises position as of Q3 2026 after selling out during the quarter.
Focused Wealth Management sold 13,307 Eos Energy Enterprises shares in Q3 2026, an estimated $78.2K.
Focused Wealth Management first reported a position in Eos Energy Enterprises in Q4 2020 and held it in 13 quarters.
Focused Wealth Management's Eos Energy Enterprises position peaked at $151K in Q4 2025.
189 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.