Next Level Wealth Planning
ENVX icon

Next Level Wealth Planning’s Enovix ENVX Stock Holding History

Next Level Wealth Planning’s Portfolio ENVX Stock Details ENVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.45K Buy
+500
New +$1.96K ﹤0.01% 480

Other funds holding ENVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Refined Wealth Management
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Next Level Wealth Planning's ENVX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Enovix (ENVX) in Q3 2026: 500 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings.

110 funds tracked by Wall St. Rank hold ENVX as of Q3 2026.

  • Next Level Wealth Planning held 500 shares of Enovix worth $1.45K as of Q3 2026.
  • Enovix was a new Next Level Wealth Planning position in Q3 2026.
  • Enovix made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #480 holding.
  • 110 funds tracked by Wall St. Rank held Enovix as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.