Refined Wealth Management’s Enovix ENVX Stock Holding History

Refined Wealth Management’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 Q1	$4.43M	Buy	854,471 +46,534	+6%	+$291K	2.79%	15
2025 Q4	$5.91M	Buy	807,937 +8,647	+1%	+$83.8K	3.98%	10
2025 Q3	$7.97M	Buy	799,290 +9,392	+1%	+$104K	5.12%	8
2025 Q2	$7.15M	Buy	789,898 +17,956	+2%	+$117K	4.91%	9
2025 Q1	$4.96M	Buy	771,942 +122,107	+19%	+$1.09M	4.06%	11
2024 Q4	$6.18M	Buy	649,835 +40,745	+7%	+$358K	4.7%	9
2024 Q3	$4.98M	Buy	609,090 +16,367	+3%	+$170K	3.84%	11
2024 Q2	$8.02M	Buy	592,723 +68,389	+13%	+$572K	6.18%	6
2024 Q1	$3.67M	Buy	524,334 +156,295	+42%	+$1.36M	2.59%	14
2023 Q4	$4.03M	Buy	368,039 +129,626	+54%	+$1.27M	3.14%	13
2023 Q3	$2.62M	Buy	238,413 +202,008	+555%	+$2.89M	2.35%	12
2023 Q2	$575K	Buy	36,405 +14,757	+68%	+$172K	0.47%	19
2023 Q1	$282K	Buy	+21,648	New	+$178K	0.25%	21

Other funds holding ENVX

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

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

Electron Capital Partners New York $2.13B AUM 87.77% 1-Year Est. Return

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

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return