Lauer Wealth’s Eos Energy Enterprises EOSE Stock Holding History

Lauer Wealth’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
2026 Q3	$246K	Sell	88,820 -41,100	-32%	-$160K	0.15%	75
2026 Q2	$557K	Sell	129,920 -74,300	-36%	-$517K	0.33%	42
2026 Q1	$937K	Sell	204,220 -115,890	-36%	-$1.25M	0.75%	22
2025 Q4	$4.49M	Sell	320,110 -6,330	-2%	-$91K	3.33%	9
2025 Q3	$5.97M	Sell	326,440 -284,442	-47%	-$1.95M	4.26%	9
2025 Q2	$2.98M	Buy	610,882 +571,582	+1,454%	+$2.8M	2.46%	9
2025 Q1	$213K	Buy	+39,300	New	+$192K	0.16%	41

Other funds holding EOSE

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Lauer Wealth's EOSE Position: Q3 2026 in Review

Lauer Wealth reduced its Eos Energy Enterprises (EOSE) stake by 32% in Q3 2026, selling an estimated $160K and leaving 88,820 shares worth $246K. The position accounts for 0.15% of the portfolio, ranked #75.

Lauer Wealth first reported a position in EOSE in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.97M in Q3 2025. 47 funds tracked by Wall St. Rank hold EOSE as of Q3 2026.

Lauer Wealth held 88,820 shares of Eos Energy Enterprises worth $246K as of Q3 2026.
Lauer Wealth sold 41,100 Eos Energy Enterprises shares in Q3 2026, an estimated $160K.
Eos Energy Enterprises made up 0.15% of Lauer Wealth's portfolio in Q3 2026, its #75 holding.
Lauer Wealth first reported a position in Eos Energy Enterprises in Q1 2025 and has held it in 7 quarters since.
Lauer Wealth's Eos Energy Enterprises position peaked at $5.97M in Q3 2025.
47 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.