Ledgewood Wealth Advisors’s Eos Energy Enterprises EOSE Stock Holding History

Ledgewood Wealth Advisors’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 Q2	$88.2K	Hold	15,000	–	–	0.05%	76
2026 Q1	$74.4K	Hold	15,000	–	–	0.04%	72
2025 Q4	$172K	Hold	15,000	–	–	0.1%	68
2025 Q3	$171K	Hold	15,000	–	–	0.1%	71
2025 Q2	$76.8K	Hold	15,000	–	–	0.05%	67
2025 Q1	$56.7K	Hold	15,000	–	–	0.04%	68
2024 Q4	$72.9K	Sell	15,000 -8,000	-35%	-$25.9K	0.05%	68
2024 Q3	$68.3K	Hold	23,000	–	–	0.05%	71
2024 Q2	$29.2K	Hold	23,000	–	–	0.03%	60
2024 Q1	$23.7K	Hold	23,000	–	–	0.02%	61
2023 Q4	$25.1K	Buy	+23,000	New	+$33.5K	0.02%	58

Other funds holding EOSE

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return