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PBMares Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History

PBMares Wealth Management’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
2025
Q3 		$114K Buy
+10,000
New +$68.4K 0.02% 193
2024
Q4 		– Sell
-56,000
Closed -$166K – 197
2024
Q3 		$166K Buy
+56,000
New +$119K 0.03% 192

Other funds holding EOSE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PBMares Wealth Management's EOSE Position: Q3 2025 in Review

PBMares Wealth Management opened a new position in Eos Energy Enterprises (EOSE) in Q3 2025: 10,000 shares worth $114K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings. This is a return to the name: PBMares Wealth Management previously reported a position in EOSE as recently as Q3 2024.

PBMares Wealth Management first reported a position in EOSE in Q3 2024 and has held it in 2 quarters since. The position peaked at $166K in Q3 2024. 276 funds tracked by Wall St. Rank hold EOSE as of Q3 2025.

  • PBMares Wealth Management held 10,000 shares of Eos Energy Enterprises worth $114K as of Q3 2025.
  • Eos Energy Enterprises was a new PBMares Wealth Management position in Q3 2025.
  • Eos Energy Enterprises made up 0.02% of PBMares Wealth Management's portfolio in Q3 2025, its #193 holding.
  • PBMares Wealth Management first reported a position in Eos Energy Enterprises in Q3 2024 and has held it in 2 quarters since.
  • PBMares Wealth Management's Eos Energy Enterprises position peaked at $166K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.