AE Wealth Management’s Enstar Group ESGR Stock Holding History

AE Wealth Management’s Portfolio ESGR Stock Details ESGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-905	Closed	-$304K	–	2312
2025 Q2	$304K	Sell	905 -80	-8%	-$26.8K	﹤0.01%	1113
2025 Q1	$327K	Sell	985 -20	-2%	-$6.59K	﹤0.01%	1048
2024 Q4	$324K	Buy	+1,005	New	+$325K	﹤0.01%	1068
2024 Q3	–	Sell	-832	Closed	-$254K	–	1265
2024 Q2	$254K	Buy	+832	New	+$250K	﹤0.01%	1082

Other funds holding ESGR

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

AE Wealth Management's ESGR Position: Q3 2025 in Review

AE Wealth Management sold out of Enstar Group (ESGR) in Q3 2025, closing a stake of 905 shares — an estimated $304K sold.

AE Wealth Management first reported a position in ESGR in Q2 2024 and held it in 4 quarters. The position peaked at $327K in Q1 2025. 3 funds tracked by Wall St. Rank hold ESGR as of Q3 2025.

AE Wealth Management reported no remaining Enstar Group position as of Q3 2025 after selling out during the quarter.
AE Wealth Management sold 905 Enstar Group shares in Q3 2025, an estimated $304K.
AE Wealth Management first reported a position in Enstar Group in Q2 2024 and held it in 4 quarters.
AE Wealth Management's Enstar Group position peaked at $327K in Q1 2025.
3 funds tracked by Wall St. Rank held Enstar Group as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.