TriaGen Wealth Management’s Enphase Energy ENPH Stock Holding History

TriaGen Wealth Management’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$494K	Sell	10,039 -2,563	-20%	-$117K	0.12%	127
2026 Q1	$476K	Buy	12,602 +6,221	+97%	+$258K	0.13%	118
2025 Q4	$205K	Sell	6,381 -102	-2%	-$3.3K	0.05%	172
2025 Q3	$229K	Hold	6,483	–	–	0.06%	169
2025 Q2	$257K	Buy	6,483 +157	+2%	+$7.25K	0.08%	153
2025 Q1	$393K	Sell	6,326 -34	-0.5%	-$2.15K	0.14%	121
2024 Q4	$437K	Hold	6,360	–	–	0.15%	111
2024 Q3	$719K	Hold	6,360	–	–	0.24%	88
2024 Q2	$634K	Buy	6,360 +67	+1%	+$7.8K	0.24%	87
2024 Q1	$761K	Buy	6,293 +241	+4%	+$28.1K	0.32%	72
2023 Q4	$800K	Buy	6,052 +1,264	+26%	+$134K	0.38%	67
2023 Q3	$575K	Buy	4,788 +2,030	+74%	+$289K	0.29%	79
2023 Q2	$462K	Buy	2,758 +112	+4%	+$20K	0.21%	107
2023 Q1	$556K	Buy	2,646 +67	+3%	+$14.5K	0.28%	90
2022 Q4	$683K	Buy	2,579 +750	+41%	+$218K	0.38%	73
2022 Q3	$507K	Sell	1,829 -89	-5%	-$24K	0.28%	90
2022 Q2	$374K	Buy	+1,918	New	+$347K	0.27%	90
2021 Q1	–	Sell	-2,407	Closed	-$422K	–	174
2020 Q4	$422K	Buy	+2,407	New	+$305K	0.25%	108

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TriaGen Wealth Management's ENPH Position: Q2 2026 in Review

TriaGen Wealth Management reduced its Enphase Energy (ENPH) stake by 20% in Q2 2026, selling an estimated $117K and leaving 10,039 shares worth $494K. The position accounts for 0.12% of the portfolio, ranked #127.

TriaGen Wealth Management first reported a position in ENPH in Q4 2020 and has held it in 18 quarters since. The position peaked at $800K in Q4 2023. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

TriaGen Wealth Management held 10,039 shares of Enphase Energy worth $494K as of Q2 2026.
TriaGen Wealth Management sold 2,563 Enphase Energy shares in Q2 2026, an estimated $117K.
Enphase Energy made up 0.12% of TriaGen Wealth Management's portfolio in Q2 2026, its #127 holding.
TriaGen Wealth Management first reported a position in Enphase Energy in Q4 2020 and has held it in 18 quarters since.
TriaGen Wealth Management's Enphase Energy position peaked at $800K in Q4 2023.
537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.