Creative Planning

Creative Planning’s Enovix ENVX Stock Holding History

Creative Planning’s Portfolio ENVX Stock Details ENVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246K	Buy	47,508 +5,090	+12%	+$31.9K	﹤0.01%	3582
2025 Q4	$310K	Buy	42,418 +5,935	+16%	+$57.5K	﹤0.01%	3215
2025 Q3	$364K	Sell	36,483 -2,919	-7%	-$32.3K	﹤0.01%	2998
2025 Q2	$356K	Buy	39,402 +4,361	+12%	+$28.4K	﹤0.01%	2752
2025 Q1	$225K	Sell	35,041 -4,797	-12%	-$42.7K	﹤0.01%	2968
2024 Q4	$379K	Buy	39,838 +6,283	+19%	+$55.1K	﹤0.01%	2481
2024 Q3	$274K	Sell	33,555 -4,255	-11%	-$44.2K	﹤0.01%	2589
2024 Q2	$511K	Buy	37,810 +13,204	+54%	+$110K	﹤0.01%	1925
2024 Q1	$172K	Buy	24,606 +473	+2%	+$4.11K	﹤0.01%	2608
2023 Q4	$264K	Buy	24,133 +743	+3%	+$7.29K	﹤0.01%	2187
2023 Q3	$257K	Buy	23,390 +8,327	+55%	+$119K	﹤0.01%	2056
2023 Q2	$238K	Buy	+15,063	New	+$175K	﹤0.01%	2091

Other funds holding ENVX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Electron Capital Partners New York $2.13B AUM 87.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return