HHM Wealth Advisors’s REE Automotive REE Stock Holding History

HHM Wealth Advisors’s Portfolio REE Stock Details REE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,290	Closed	-$941	–	882
2025 Q3	$941	Buy	1,290 +500	+63%	+$354	﹤0.01%	808
2025 Q2	$471	Buy	+790	New	+$1.39K	﹤0.01%	829

Other funds holding REE

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PCM

Potomac Capital Management New York $147M AUM

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

HHM Wealth Advisors's REE Position: Q4 2025 in Review

HHM Wealth Advisors sold out of REE Automotive (REE) in Q4 2025, closing a stake of 1,290 shares — an estimated $941 sold.

HHM Wealth Advisors first reported a position in REE in Q2 2025 and held it in 2 quarters. The position peaked at $941 in Q3 2025. 31 funds tracked by Wall St. Rank hold REE as of Q4 2025.

HHM Wealth Advisors reported no remaining REE Automotive position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 1,290 REE Automotive shares in Q4 2025, an estimated $941.
HHM Wealth Advisors first reported a position in REE Automotive in Q2 2025 and held it in 2 quarters.
HHM Wealth Advisors's REE Automotive position peaked at $941 in Q3 2025.
31 funds tracked by Wall St. Rank held REE Automotive as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.