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 $6.51B AUM 19.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return