Jones Financial Companies
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Jones Financial Companies’s ESS Tech GWH Stock Holding History

Jones Financial Companies’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
2026
Q1 		$188 Buy
166
+153
+1,177% +$236 ﹤0.01% 4598
2025
Q4 		$24 Hold
13
– – ﹤0.01% 4365
2025
Q3 		$21 Hold
13
– – ﹤0.01% 4195
2025
Q2 		$16 Hold
13
– – ﹤0.01% 4002
2025
Q1 		$44 Hold
13
– – ﹤0.01% 3659
2024
Q4 		$76 Hold
13
– – ﹤0.01% 3366
2024
Q3 		$86 Hold
13
– – ﹤0.01% 2977
2024
Q2 		$163 Buy
+13
New +$146 ﹤0.01% 2388

Other funds holding GWH

SoftBank Group
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Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $359M AUM 8.03% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Jones Financial Companies's GWH Position: Q1 2026 in Review

Jones Financial Companies increased its ESS Tech (GWH) stake by 1,177% in Q1 2026, buying an estimated $236 and bringing the position to 166 shares worth $188. The position accounts for ﹤0.01% of the portfolio, ranked #4598.

Jones Financial Companies first reported a position in GWH in Q2 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold GWH as of Q1 2026.

  • Jones Financial Companies held 166 shares of ESS Tech worth $188 as of Q1 2026.
  • Jones Financial Companies bought 153 ESS Tech shares in Q1 2026, an estimated $236.
  • ESS Tech made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4598 holding.
  • Jones Financial Companies first reported a position in ESS Tech in Q2 2024 and has held it in 8 quarters since.
  • 51 funds tracked by Wall St. Rank held ESS Tech as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.