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

Greenwich 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
2024
Q4 		– Sell
-41,874
Closed -$124K – 259
2024
Q3 		$124K Hold
41,874
– – 0.01% 237
2024
Q2 		$53K Hold
41,874
– – ﹤0.01% 237
2024
Q1 		$43K Sell
41,874
-8,576
-17% -$8.72K ﹤0.01% 238
2023
Q4 		$55K Hold
50,450
– – 0.01% 227
2023
Q3 		$108K Hold
50,450
– – 0.01% 216
2023
Q2 		$219K Hold
50,450
– – 0.02% 204
2023
Q1 		$130K Hold
50,450
– – 0.01% 218
2022
Q4 		$75K Buy
50,450
+10,035
+25% +$13K 0.01% 226
2022
Q3 		$67K Buy
+40,415
New +$88.2K 0.01% 227

Other funds holding EOSE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenwich Wealth Management's EOSE Position: Q4 2024 in Review

Greenwich Wealth Management sold out of Eos Energy Enterprises (EOSE) in Q4 2024, closing a stake of 41,874 shares — an estimated $124K sold.

Greenwich Wealth Management first reported a position in EOSE in Q3 2022 and held it in 9 quarters. The position peaked at $219K in Q2 2023. 155 funds tracked by Wall St. Rank hold EOSE as of Q4 2024.

  • Greenwich Wealth Management reported no remaining Eos Energy Enterprises position as of Q4 2024 after selling out during the quarter.
  • Greenwich Wealth Management sold 41,874 Eos Energy Enterprises shares in Q4 2024, an estimated $124K.
  • Greenwich Wealth Management first reported a position in Eos Energy Enterprises in Q3 2022 and held it in 9 quarters.
  • Greenwich Wealth Management's Eos Energy Enterprises position peaked at $219K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q4 2024.

Based on Greenwich Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.