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TWM
TriaGen Wealth Management’s
Enphase Energy
ENPH
Stock Holding History
TriaGen Wealth Management’s Portfolio
ENPH Stock Details
ENPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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VCM
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$4.04T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
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$1.02T AUM
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1-Year Est. Return
Holocene Advisors
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$41.3B AUM
42.97%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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