Global Retirement Partners’s ESS Tech GWH Stock Holding History

Global Retirement Partners’s Portfolio GWH Stock Details GWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$688	Hold	366	–	–	﹤0.01%	3949
2025 Q3	$556	Sell	366 -90	-20%	-$147	﹤0.01%	3627
2025 Q2	$606	Buy	+456	New	+$853	﹤0.01%	3551
2024 Q4	$2.68K	Hold	456	–	–	﹤0.01%	2966
2024 Q3	$2.88K	Sell	456 -1	-0.2%	-$9	﹤0.01%	2803
2024 Q2	$5.6K	Hold	457	–	–	﹤0.01%	2563
2024 Q1	$4.96K	Hold	457	–	–	﹤0.01%	2399
2023 Q4	$6.24K	Sell	457 -100	-18%	-$2.03K	﹤0.01%	2238
2023 Q3	$16.1K	Sell	557 -200	-26%	-$4.87K	﹤0.01%	1736
2023 Q2	$16.7K	Sell	757 -668	-47%	-$12.1K	﹤0.01%	1748
2023 Q1	$23.9K	Buy	1,425 +668	+88%	+$18.6K	﹤0.01%	1556
2022 Q4	$27.6K	Buy	+757	New	+$38.8K	﹤0.01%	1342

Other funds holding GWH

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

ACM

Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

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

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

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

GAA

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Global Retirement Partners's GWH Position: Q4 2025 in Review

Global Retirement Partners held its ESS Tech (GWH) position steady in Q4 2025 at 366 shares worth $688. The position accounts for ﹤0.01% of the portfolio, ranked #3949.

Global Retirement Partners first reported a position in GWH in Q4 2022 and has held it in 12 quarters since. The position peaked at $27.6K in Q4 2022. 55 funds tracked by Wall St. Rank hold GWH as of Q4 2025.

Global Retirement Partners held 366 shares of ESS Tech worth $688 as of Q4 2025.
Global Retirement Partners left its ESS Tech share count unchanged in Q4 2025.
ESS Tech made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3949 holding.
Global Retirement Partners first reported a position in ESS Tech in Q4 2022 and has held it in 12 quarters since.
Global Retirement Partners's ESS Tech position peaked at $27.6K in Q4 2022.
55 funds tracked by Wall St. Rank held ESS Tech as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.