Global Retirement Partners’s Enphase Energy ENPH Stock Holding History

Global Retirement Partners’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 Q4	–	Sell	-400	Closed	-$388	–	4291
2025 Q3	$388	Buy	+400	New	+$14.9K	﹤0.01%	3678

Other funds holding ENPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Global Retirement Partners's ENPH Position: Q4 2025 in Review

Global Retirement Partners increased its Enphase Energy (ENPH) stake by 24% in Q4 2025, buying an estimated $11.2K and bringing the position to 1,790 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

Global Retirement Partners first reported a position in ENPH in Q2 2020 and has held it in 21 quarters since. The position peaked at $264K in Q3 2022. 471 funds tracked by Wall St. Rank hold ENPH as of Q4 2025.

Global Retirement Partners held 1,790 shares of Enphase Energy worth $57.4K as of Q4 2025.
Global Retirement Partners bought 345 Enphase Energy shares in Q4 2025, an estimated $11.2K.
Enphase Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2270 holding.
Global Retirement Partners first reported a position in Enphase Energy in Q2 2020 and has held it in 21 quarters since.
Global Retirement Partners's Enphase Energy position peaked at $264K in Q3 2022.
471 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.