WESPAC Advisors’s Eos Energy Enterprises EOSE Stock Holding History

WESPAC Advisors’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
2026 Q3	$56.4K	Sell	18,398 -1,000	-5%	-$3.89K	0.03%	199
2026 Q2	$114K	Buy	19,398 +1,420	+8%	+$9.9K	0.06%	196
2026 Q1	$89.2K	Buy	17,978 +1,000	+6%	+$10.7K	0.05%	175
2025 Q4	$195K	Buy	16,978 +4,000	+31%	+$57.5K	0.11%	173
2025 Q3	$148K	Hold	12,978	–	–	0.09%	175
2025 Q2	$66.4K	Hold	12,978	–	–	0.05%	171
2025 Q1	$49.1K	Buy	12,978 +331	+3%	+$1.61K	0.04%	152
2024 Q4	$61.5K	Buy	12,647 +1,798	+17%	+$5.82K	0.05%	159
2024 Q3	$32.2K	Buy	+10,849	New	+$23K	0.02%	150

Other funds holding EOSE

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $160M AUM 11.88% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

WESPAC Advisors's EOSE Position: Q3 2026 in Review

WESPAC Advisors reduced its Eos Energy Enterprises (EOSE) stake by 5.2% in Q3 2026, selling an estimated $3.89K and leaving 18,398 shares worth $56.4K. The position accounts for 0.03% of the portfolio, ranked #199.

WESPAC Advisors first reported a position in EOSE in Q3 2024 and has held it in 9 quarters since. The position peaked at $195K in Q4 2025. 67 funds tracked by Wall St. Rank hold EOSE as of Q3 2026.

WESPAC Advisors held 18,398 shares of Eos Energy Enterprises worth $56.4K as of Q3 2026.
WESPAC Advisors sold 1,000 Eos Energy Enterprises shares in Q3 2026, an estimated $3.89K.
Eos Energy Enterprises made up 0.03% of WESPAC Advisors's portfolio in Q3 2026, its #199 holding.
WESPAC Advisors first reported a position in Eos Energy Enterprises in Q3 2024 and has held it in 9 quarters since.
WESPAC Advisors's Eos Energy Enterprises position peaked at $195K in Q4 2025.
67 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.