Resurgent Financial Advisors’s ESS Tech GWH Stock Holding History

Resurgent Financial 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	–	Sell	-15,606	Closed	-$18.3K	–	322
2026 Q1	$18.3K	Buy	+15,606	New	+$24K	0.01%	259

Other funds holding GWH

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Resurgent Financial Advisors's GWH Position: Q2 2026 in Review

Resurgent Financial Advisors sold out of ESS Tech (GWH) in Q2 2026, closing a stake of 15,606 shares — an estimated $18.3K sold.

Resurgent Financial Advisors first reported a position in GWH in Q1 2026 and held it in 1 quarter. The position peaked at $18.3K in Q1 2026. 47 funds tracked by Wall St. Rank hold GWH as of Q2 2026.

Resurgent Financial Advisors reported no remaining ESS Tech position as of Q2 2026 after selling out during the quarter.
Resurgent Financial Advisors sold 15,606 ESS Tech shares in Q2 2026, an estimated $18.3K.
Resurgent Financial Advisors first reported a position in ESS Tech in Q1 2026 and held it in 1 quarter.
Resurgent Financial Advisors's ESS Tech position peaked at $18.3K in Q1 2026.
47 funds tracked by Wall St. Rank held ESS Tech as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.