Global Retirement Partners’s EnerSys ENS Stock Holding History

Global Retirement Partners’s Portfolio ENS Stock Details ENS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$15.9K	Buy	108 +67	+163%	+$8.95K	﹤0.01%	2967
2025 Q3	$4.63K	Sell	41 -9	-18%	-$885	﹤0.01%	3004
2025 Q2	$4.29K	Buy	+50	New	+$4.36K	﹤0.01%	2969
2024 Q4	$7.39K	Sell	80 -4	-5%	-$389	﹤0.01%	2511
2024 Q3	$8.57K	Buy	84 +2	+2%	+$202	﹤0.01%	2350
2024 Q2	$8.49K	Buy	82 +36	+78%	+$3.53K	﹤0.01%	2388
2024 Q1	$4.34K	Hold	46	–	–	﹤0.01%	2456
2023 Q4	$4.47K	Hold	46	–	–	﹤0.01%	2363
2023 Q3	$4.28K	Buy	46 +7	+18%	+$718	﹤0.01%	2250
2023 Q2	$4.23K	Hold	39	–	–	﹤0.01%	2265
2023 Q1	$3.21K	Hold	39	–	–	﹤0.01%	2326
2022 Q4	$2.88K	Buy	39 +16	+70%	+$1.12K	﹤0.01%	2219
2022 Q3	$2K	Hold	23	–	–	﹤0.01%	2223
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	2419
2022 Q1	$1K	Buy	+23	New	+$1.72K	﹤0.01%	2374
2021 Q4	–	Sell	-317	Closed	-$24K	–	657
2021 Q3	$24K	Hold	317	–	–	﹤0.01%	1145
2021 Q2	$31K	Buy	317 +7	+2%	+$653	﹤0.01%	1036
2021 Q1	$28K	Buy	310 +52	+20%	+$4.76K	﹤0.01%	991
2020 Q4	$21K	Buy	+258	New	+$20.2K	﹤0.01%	1011

Other funds holding ENS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return