Gen-Wealth Partners
ENPH icon

Gen-Wealth Partners’s Enphase Energy ENPH Stock Holding History

Gen-Wealth Partners’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 		– Sell
-16
Closed -$788 – 778
2026
Q2 		$788 Hold
16
– – ﹤0.01% 675
2026
Q1 		$605 Hold
16
– – ﹤0.01% 689
2025
Q4 		$513 Hold
16
– – ﹤0.01% 658
2025
Q3 		$566 Hold
16
– – ﹤0.01% 649
2025
Q2 		$634 Hold
16
– – ﹤0.01% 605
2025
Q1 		$993 Hold
16
– – ﹤0.01% 569
2024
Q4 		$1.1K Hold
16
– – ﹤0.01% 601
2024
Q3 		$1.32K Hold
16
– – ﹤0.01% 612
2024
Q2 		$1.6K Hold
16
– – ﹤0.01% 589
2024
Q1 		$1.94K Buy
+16
New +$1.87K ﹤0.01% 567

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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Gen-Wealth Partners's ENPH Position: Q3 2026 in Review

Gen-Wealth Partners sold out of Enphase Energy (ENPH) in Q3 2026, closing a stake of 16 shares — an estimated $788 sold.

Gen-Wealth Partners first reported a position in ENPH in Q1 2024 and held it in 10 quarters. The position peaked at $1.94K in Q1 2024. 210 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

  • Gen-Wealth Partners reported no remaining Enphase Energy position as of Q3 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 16 Enphase Energy shares in Q3 2026, an estimated $788.
  • Gen-Wealth Partners first reported a position in Enphase Energy in Q1 2024 and held it in 10 quarters.
  • Gen-Wealth Partners's Enphase Energy position peaked at $1.94K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.