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Geneos Wealth Management’s Enphase Energy ENPH Stock Holding History

Geneos Wealth Management’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
Q1 		$18.9K Sell
500
-350
-41% -$14.5K ﹤0.01% 1790
2025
Q4 		$27.2K Sell
850
-70
-8% -$2.27K ﹤0.01% 1621
2025
Q3 		$32.6K Buy
920
+613
+200% +$22.8K ﹤0.01% 1539
2025
Q2 		$12.2K Sell
307
-334
-52% -$15.4K ﹤0.01% 2244
2025
Q1 		$42.1K Buy
641
+234
+57% +$14.8K ﹤0.01% 2005
2024
Q4 		$28K Hold
407
– – ﹤0.01% 1574
2024
Q3 		$46K Buy
407
+157
+63% +$17.5K ﹤0.01% 1225
2024
Q2 		$24.9K Hold
250
– – ﹤0.01% 1280
2024
Q1 		$30.2K Hold
250
– – ﹤0.01% 1242
2023
Q4 		$33K Sell
250
-2
-0.8% -$212 ﹤0.01% 1198
2023
Q3 		$30.3K Buy
252
+102
+68% +$14.5K ﹤0.01% 1232
2023
Q2 		$25.1K Buy
150
+140
+1,400% +$25K ﹤0.01% 1300
2023
Q1 		$2.1K Buy
+10
New +$2.17K ﹤0.01% 1893

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's ENPH Position: Q1 2026 in Review

Geneos Wealth Management reduced its Enphase Energy (ENPH) stake by 41% in Q1 2026, selling an estimated $14.5K and leaving 500 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Geneos Wealth Management first reported a position in ENPH in Q1 2023 and has held it in 13 quarters since. The position peaked at $46K in Q3 2024. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Geneos Wealth Management held 500 shares of Enphase Energy worth $18.9K as of Q1 2026.
  • Geneos Wealth Management sold 350 Enphase Energy shares in Q1 2026, an estimated $14.5K.
  • Enphase Energy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1790 holding.
  • Geneos Wealth Management first reported a position in Enphase Energy in Q1 2023 and has held it in 13 quarters since.
  • Geneos Wealth Management's Enphase Energy position peaked at $46K in Q3 2024.
  • 493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.