HWA
ESGR

HHM Wealth Advisors’s Enstar Group ESGR Stock Holding History

HHM Wealth Advisors’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-163
Closed -$54.8K – 875
2025
Q2 		$54.8K Hold
163
– – 0.01% 360
2025
Q1 		$54.2K Hold
163
– – 0.01% 345
2024
Q4 		$52.5K Sell
163
-100
-38% -$32.4K 0.01% 341
2024
Q3 		$84.6K Hold
263
– – 0.01% 269
2024
Q2 		$80.4K Buy
+263
New +$78.9K 0.01% 274

Other funds holding ESGR

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return