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
Q2 		$15.7K Hold
16,500
– – 0.01% 124
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 $18.2B AUM 177.65% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $433M AUM 8.59% 1-Year Est. Return
SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Primoris Wealth Advisors's GWH Position: Q2 2026 in Review

Primoris Wealth Advisors held its ESS Tech (GWH) position steady in Q2 2026 at 16,500 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #124.

Primoris Wealth Advisors first reported a position in GWH in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.3K in Q1 2026. 47 funds tracked by Wall St. Rank hold GWH as of Q2 2026.

  • Primoris Wealth Advisors held 16,500 shares of ESS Tech worth $15.7K as of Q2 2026.
  • Primoris Wealth Advisors left its ESS Tech share count unchanged in Q2 2026.
  • ESS Tech made up 0.01% of Primoris Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • Primoris Wealth Advisors first reported a position in ESS Tech in Q4 2025 and has held it in 3 quarters since.
  • Primoris Wealth Advisors's ESS Tech position peaked at $19.3K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held ESS Tech as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.