BWM
EFXT

Baron Wealth Management’s Enerflex EFXT Stock Holding History

Baron Wealth Management’s Portfolio EFXT Stock Details EFXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$748K Buy
30,530
+751
+3% +$18.7K 0.19% 72
2026
Q1 		$623K Buy
29,779
+2,111
+8% +$40.3K 0.19% 73
2025
Q4 		$427K Buy
27,668
+10,815
+64% +$144K 0.13% 120
2025
Q3 		$182K Buy
16,853
+1,638
+11% +$15.2K 0.06% 231
2025
Q2 		$120K Buy
15,215
+3,666
+32% +$26.2K 0.04% 236
2025
Q1 		$89.3K Buy
+11,549
New +$102K 0.04% 205

Other funds holding EFXT

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Baron Wealth Management's EFXT Position: Q2 2026 in Review

Baron Wealth Management increased its Enerflex (EFXT) stake by 2.5% in Q2 2026, buying an estimated $18.7K and bringing the position to 30,530 shares worth $748K. The position accounts for 0.19% of the portfolio, ranked #72.

Baron Wealth Management first reported a position in EFXT in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold EFXT as of Q2 2026.

  • Baron Wealth Management held 30,530 shares of Enerflex worth $748K as of Q2 2026.
  • Baron Wealth Management bought 751 Enerflex shares in Q2 2026, an estimated $18.7K.
  • Enerflex made up 0.19% of Baron Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Baron Wealth Management first reported a position in Enerflex in Q1 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Enerflex as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.