James Investment Research’s CBAK Energy Technology Ltd CBAT Stock Holding History

James Investment Research’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
2026 Q2	$31.1K	Hold	52,521	–	–	﹤0.01%	370
2026 Q1	$43.4K	Hold	52,521	–	–	﹤0.01%	352
2025 Q4	$43.9K	Hold	52,521	–	–	﹤0.01%	353
2025 Q3	$47K	Hold	52,521	–	–	0.01%	350
2025 Q2	$62K	Buy	52,521 +15,521	+42%	+$14K	0.01%	326
2025 Q1	$29.5K	Hold	37,000	–	–	﹤0.01%	322
2024 Q4	$34.8K	Hold	37,000	–	–	﹤0.01%	326
2024 Q3	$46.3K	Hold	37,000	–	–	0.01%	324
2024 Q2	$50.7K	Hold	37,000	–	–	0.01%	316
2024 Q1	$38.5K	Hold	37,000	–	–	﹤0.01%	315
2023 Q4	$38.9K	Hold	37,000	–	–	﹤0.01%	300
2023 Q3	$30.3K	Hold	37,000	–	–	﹤0.01%	285
2023 Q2	$45.1K	Hold	37,000	–	–	0.01%	276
2023 Q1	$33K	Buy	+37,000	New	+$38.5K	﹤0.01%	398

Other funds holding CBAT

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

James Investment Research's CBAT Position: Q2 2026 in Review

James Investment Research held its CBAK Energy Technology Ltd (CBAT) position steady in Q2 2026 at 52,521 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

James Investment Research first reported a position in CBAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $62K in Q2 2025. 4 funds tracked by Wall St. Rank hold CBAT as of Q2 2026.

James Investment Research held 52,521 shares of CBAK Energy Technology Ltd worth $31.1K as of Q2 2026.
James Investment Research left its CBAK Energy Technology Ltd share count unchanged in Q2 2026.
CBAK Energy Technology Ltd made up ﹤0.01% of James Investment Research's portfolio in Q2 2026, its #370 holding.
James Investment Research first reported a position in CBAK Energy Technology Ltd in Q1 2023 and has held it in 14 quarters since.
James Investment Research's CBAK Energy Technology Ltd position peaked at $62K in Q2 2025.
4 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.