GeoWealth 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 Q1	–	Sell	-891	Closed	-$61.2K	–	1275
2024 Q4	$61.2K	Buy	891 +321	+56%	+$22K	﹤0.01%	1094
2024 Q3	$64.4K	Buy	+570	New	+$64.4K	﹤0.01%	1006