GM
ENPH icon

GeoWealth Management’s Enphase Energy ENPH Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-891
Closed -$61.2K – 1275
2024
Q4 		$61.2K Buy
891
+321
+56% +$25.5K ﹤0.01% 1094
2024
Q3 		$64.4K Buy
+570
New +$63.7K ﹤0.01% 1006

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GeoWealth Management's ENPH Position: Q1 2025 in Review

GeoWealth Management sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 891 shares — an estimated $61.2K sold.

GeoWealth Management first reported a position in ENPH in Q3 2024 and held it in 2 quarters. The position peaked at $64.4K in Q3 2024. 587 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • GeoWealth Management reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 891 Enphase Energy shares in Q1 2025, an estimated $61.2K.
  • GeoWealth Management first reported a position in Enphase Energy in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Enphase Energy position peaked at $64.4K in Q3 2024.
  • 587 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.