Geneos Wealth Management’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Sell |
307
-334
| -52% | -$13.2K | ﹤0.01% | 2244 |
|
|
2025
Q1 | $42.1K | Buy |
641
+234
| +57% | +$15.4K | ﹤0.01% | 2005 |
|
|
2024
Q4 | $28K | Hold |
407
| – | – | ﹤0.01% | 1574 |
|
|
2024
Q3 | $46K | Buy |
407
+157
| +63% | +$17.7K | ﹤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% | -$264 | ﹤0.01% | 1198 |
|
|
2023
Q3 | $30.3K | Buy |
252
+102
| +68% | +$12.3K | ﹤0.01% | 1232 |
|
|
2023
Q2 | $25.1K | Buy |
150
+140
| +1,400% | +$23.4K | ﹤0.01% | 1300 |
|
|
2023
Q1 | $2.1K | Buy |
+10
| New | +$2.1K | ﹤0.01% | 1893 |
|