CGC Financial Services’s Energizer ENR Stock Holding History

CGC Financial Services’s Portfolio ENR Stock Details ENR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.29K	Hold	200	–	–	﹤0.01%	267
2026 Q1	$3.28K	Hold	200	–	–	﹤0.01%	269
2025 Q4	$3.98K	Hold	200	–	–	﹤0.01%	270
2025 Q3	$4.98K	Hold	200	–	–	﹤0.01%	263
2025 Q2	$4.03K	Hold	200	–	–	﹤0.01%	259
2025 Q1	$5.98K	Hold	200	–	–	﹤0.01%	232
2024 Q4	$6.98K	Hold	200	–	–	﹤0.01%	224
2024 Q3	$6.35K	Hold	200	–	–	﹤0.01%	227
2024 Q2	$5.91K	Hold	200	–	–	﹤0.01%	230
2024 Q1	$5.89K	Buy	200 +100	+100%	+$3.02K	﹤0.01%	240
2023 Q4	$3.17K	Hold	100	–	–	﹤0.01%	276
2023 Q3	$3.2K	Hold	100	–	–	﹤0.01%	230
2023 Q2	$3.36K	Buy	+100	New	+$3.34K	﹤0.01%	241

Other funds holding ENR

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return