AssetMark Inc
ENPH icon

AssetMark Inc’s Enphase Energy ENPH Stock Holding History

AssetMark Inc’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.62K Buy
49
+21
+75% +$809 ﹤0.01% 3112
2026
Q2 		$1.38K Sell
28
-6
-18% -$273 ﹤0.01% 3081
2026
Q1 		$1.29K Sell
34
-3
-8% -$125 ﹤0.01% 2978
2025
Q4 		$1.19K Buy
37
+26
+236% +$842 ﹤0.01% 2896
2025
Q3 		$389 Sell
11
-160
-94% -$5.94K ﹤0.01% 2971
2025
Q2 		$6.78K Buy
171
+32
+23% +$1.48K ﹤0.01% 2052
2025
Q1 		$8.62K Buy
139
+3
+2% +$190 ﹤0.01% 1880
2024
Q4 		$9.34K Buy
136
+112
+467% +$8.89K ﹤0.01% 1803
2024
Q3 		$2.71K Hold
24
– – ﹤0.01% 1821
2024
Q2 		$2.39K Buy
+24
New +$2.8K ﹤0.01% 1714
2024
Q1 		– Sell
-22
Closed -$2.91K – 1983
2023
Q4 		$2.91K Buy
+22
New +$2.33K ﹤0.01% 1500
2023
Q3 		– Sell
-1,872
Closed -$314K – 1760
2023
Q2 		$314K Sell
1,872
-219
-10% -$39.1K ﹤0.01% 784
2023
Q1 		$440K Sell
2,091
-617
-23% -$134K ﹤0.01% 731
2022
Q4 		$718K Buy
2,708
+544
+25% +$158K ﹤0.01% 651
2022
Q3 		$600K Buy
2,164
+1,927
+813% +$520K ﹤0.01% 623
2022
Q2 		$46K Buy
+237
New +$42.8K ﹤0.01% 932
2020
Q3 		– Sell
-518
Closed -$25K – 1334
2020
Q2 		$25K Buy
+518
New +$24.8K ﹤0.01% 757

Other funds holding ENPH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's ENPH Position: Q3 2026 in Review

AssetMark Inc increased its Enphase Energy (ENPH) stake by 75% in Q3 2026, buying an estimated $809 and bringing the position to 49 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3112.

AssetMark Inc first reported a position in ENPH in Q2 2020 and has held it in 17 quarters since. The position peaked at $718K in Q4 2022. 243 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

  • AssetMark Inc held 49 shares of Enphase Energy worth $1.62K as of Q3 2026.
  • AssetMark Inc bought 21 Enphase Energy shares in Q3 2026, an estimated $809.
  • Enphase Energy made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3112 holding.
  • AssetMark Inc first reported a position in Enphase Energy in Q2 2020 and has held it in 17 quarters since.
  • AssetMark Inc's Enphase Energy position peaked at $718K in Q4 2022.
  • 243 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.