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Summit Wealth Group (Colorado)’s Eos Energy Enterprises EOSE Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-1,039
Closed -$288K – 373
2025
Q3 		$288K Buy
+1,039
New +$7.11K 0.03% 367

Other funds holding EOSE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Wealth Group (Colorado)'s EOSE Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Eos Energy Enterprises (EOSE) in Q4 2025, closing a stake of 1,039 shares — an estimated $288K sold.

Summit Wealth Group (Colorado) first reported a position in EOSE in Q3 2025 and held it in 1 quarter. The position peaked at $288K in Q3 2025. 322 funds tracked by Wall St. Rank hold EOSE as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Eos Energy Enterprises position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,039 Eos Energy Enterprises shares in Q4 2025, an estimated $288K.
  • Summit Wealth Group (Colorado) first reported a position in Eos Energy Enterprises in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Eos Energy Enterprises position peaked at $288K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.