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Leo Wealth LLC’s Envela ELA Stock Holding History

Leo Wealth LLC’s Portfolio ELA Stock Details ELA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$384K Hold
23,070
– – 0.03% 309
2025
Q4 		$309K Buy
+23,070
New +$241K 0.02% 342
2025
Q3 		– Sell
-21,570
Closed -$132K – 322
2025
Q2 		$132K Buy
+21,570
New +$134K 0.01% 378
2025
Q1 		– Sell
-21,570
Closed -$155K – 302
2024
Q4 		$155K Sell
21,570
-95
-0.4% -$590 0.01% 346
2024
Q3 		$119K Sell
21,665
-61,790
-74% -$311K 0.01% 334
2024
Q2 		$384K Hold
83,455
– – 0.04% 245
2024
Q1 		$381K Hold
83,455
– – 0.04% 241
2023
Q4 		$366K Buy
+83,455
New +$358K 0.04% 237

Other funds holding ELA

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Leo Wealth LLC's ELA Position: Q1 2026 in Review

Leo Wealth LLC held its Envela (ELA) position steady in Q1 2026 at 23,070 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #309.

Leo Wealth LLC first reported a position in ELA in Q4 2023 and has held it in 8 quarters since. 74 funds tracked by Wall St. Rank hold ELA as of Q1 2026.

  • Leo Wealth LLC held 23,070 shares of Envela worth $384K as of Q1 2026.
  • Leo Wealth LLC left its Envela share count unchanged in Q1 2026.
  • Envela made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #309 holding.
  • Leo Wealth LLC first reported a position in Envela in Q4 2023 and has held it in 8 quarters since.
  • 74 funds tracked by Wall St. Rank held Envela as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.