PWA
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Primoris Wealth Advisors’s ESS Tech GWH Stock Holding History

Primoris Wealth Advisors’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 		$19.3K Buy
16,500
+6,500
+65% +$10K 0.01% 95
2025
Q4 		$18.8K Buy
+10,000
New +$31.8K 0.01% 111

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
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

Primoris Wealth Advisors's GWH Position: Q1 2026 in Review

Primoris Wealth Advisors increased its ESS Tech (GWH) stake by 65% in Q1 2026, buying an estimated $10K and bringing the position to 16,500 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #95.

Primoris Wealth Advisors first reported a position in GWH in Q4 2025 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold GWH as of Q1 2026.

  • Primoris Wealth Advisors held 16,500 shares of ESS Tech worth $19.3K as of Q1 2026.
  • Primoris Wealth Advisors bought 6,500 ESS Tech shares in Q1 2026, an estimated $10K.
  • ESS Tech made up 0.01% of Primoris Wealth Advisors's portfolio in Q1 2026, its #95 holding.
  • Primoris Wealth Advisors first reported a position in ESS Tech in Q4 2025 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held ESS Tech as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.