VBWMG
GWH

Von Berge Wealth Management Group’s ESS Tech GWH Stock Holding History

Von Berge Wealth Management Group’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
2024
Q3 		– Sell
-667
Closed -$7.45K – 69
2024
Q2 		$7.45K Hold
667
– – ﹤0.01% 66
2024
Q1 		$7.23K Buy
+667
New +$9.09K ﹤0.01% 67

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return

Von Berge Wealth Management Group's GWH Position: Q3 2024 in Review

Von Berge Wealth Management Group sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 667 shares — an estimated $7.45K sold.

Von Berge Wealth Management Group first reported a position in GWH in Q1 2024 and held it in 2 quarters. The position peaked at $7.45K in Q2 2024. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

  • Von Berge Wealth Management Group reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 667 ESS Tech shares in Q3 2024, an estimated $7.45K.
  • Von Berge Wealth Management Group first reported a position in ESS Tech in Q1 2024 and held it in 2 quarters.
  • Von Berge Wealth Management Group's ESS Tech position peaked at $7.45K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2024, filed 12 Nov 2024.