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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
Q2 		$18.5K Sell
375
-125
-25% -$5.69K ﹤0.01% 1830
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
-34
-10% -$1.57K ﹤0.01% 2244
2025
Q1 		$21.2K Sell
341
-66
-16% -$4.18K ﹤0.01% 1917
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Geneos Wealth Management's ENPH Position: Q2 2026 in Review

Geneos Wealth Management reduced its Enphase Energy (ENPH) stake by 25% in Q2 2026, selling an estimated $5.69K and leaving 375 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Geneos Wealth Management first reported a position in ENPH in Q1 2023 and has held it in 14 quarters since. The position peaked at $46K in Q3 2024. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Geneos Wealth Management held 375 shares of Enphase Energy worth $18.5K as of Q2 2026.
  • Geneos Wealth Management sold 125 Enphase Energy shares in Q2 2026, an estimated $5.69K.
  • Enphase Energy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1830 holding.
  • Geneos Wealth Management first reported a position in Enphase Energy in Q1 2023 and has held it in 14 quarters since.
  • Geneos Wealth Management's Enphase Energy position peaked at $46K in Q3 2024.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.