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Larson Financial Group’s CBAK Energy Technology Ltd CBAT Stock Holding History

Larson Financial Group’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
Q2 		– Sell
-25,000
Closed -$19.9K – 3311
2025
Q1 		$19.9K Buy
+25,000
New +$22.2K ﹤0.01% 1371

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Larson Financial Group's CBAT Position: Q2 2025 in Review

Larson Financial Group sold out of CBAK Energy Technology Ltd (CBAT) in Q2 2025, closing a stake of 25,000 shares — an estimated $19.9K sold.

Larson Financial Group first reported a position in CBAT in Q1 2025 and held it in 1 quarter. The position peaked at $19.9K in Q1 2025. 28 funds tracked by Wall St. Rank hold CBAT as of Q2 2025.

  • Larson Financial Group reported no remaining CBAK Energy Technology Ltd position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 25,000 CBAK Energy Technology Ltd shares in Q2 2025, an estimated $19.9K.
  • Larson Financial Group first reported a position in CBAK Energy Technology Ltd in Q1 2025 and held it in 1 quarter.
  • Larson Financial Group's CBAK Energy Technology Ltd position peaked at $19.9K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.