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Global Wealth Strategies & Associates’s CBAK Energy Technology Ltd CBAT Stock Holding History

Global Wealth Strategies & Associates’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
2025
Q1 		– Sell
-120
Closed -$113 – 480
2024
Q4 		$113 Hold
120
– – ﹤0.01% 384
2024
Q3 		$150 Hold
120
– – ﹤0.01% 354
2024
Q2 		$164 Hold
120
– – ﹤0.01% 323
2024
Q1 		$125 Buy
+120
New +$127 ﹤0.01% 344

Other funds holding CBAT

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Global Wealth Strategies & Associates's CBAT Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of CBAK Energy Technology Ltd (CBAT) in Q1 2025, closing a stake of 120 shares — an estimated $113 sold.

Global Wealth Strategies & Associates first reported a position in CBAT in Q1 2024 and held it in 4 quarters. The position peaked at $164 in Q2 2024. 24 funds tracked by Wall St. Rank hold CBAT as of Q1 2025.

  • Global Wealth Strategies & Associates reported no remaining CBAK Energy Technology Ltd position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 120 CBAK Energy Technology Ltd shares in Q1 2025, an estimated $113.
  • Global Wealth Strategies & Associates first reported a position in CBAK Energy Technology Ltd in Q1 2024 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's CBAK Energy Technology Ltd position peaked at $164 in Q2 2024.
  • 24 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.