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Pinnacle Wealth Planning Services’s ESS Tech GWH Stock Holding History

Pinnacle Wealth Planning Services’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 		$7 Hold
6
– – ﹤0.01% 2733
2025
Q4 		$11 Buy
+6
New +$19 ﹤0.01% 2747

Other funds holding GWH

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HCM
Heights Capital Management San Francisco, California $359M AUM 7.93% 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 37.47% 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 $1.61B AUM 28.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's GWH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its ESS Tech (GWH) position steady in Q1 2026 at 6 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

Pinnacle Wealth Planning Services first reported a position in GWH in Q4 2025 and has held it in 2 quarters since. The position peaked at $11 in Q4 2025. 51 funds tracked by Wall St. Rank hold GWH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6 shares of ESS Tech worth $7 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its ESS Tech share count unchanged in Q1 2026.
  • ESS Tech made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2733 holding.
  • Pinnacle Wealth Planning Services first reported a position in ESS Tech in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's ESS Tech position peaked at $11 in Q4 2025.
  • 51 funds tracked by Wall St. Rank held ESS Tech as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.