True Wealth Design’s Enphase Energy ENPH Stock Holding History

True Wealth Design’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 Q3	$396	Hold	12	–	–	﹤0.01%	2198
2026 Q2	$591	Buy	+12	New	+$547	﹤0.01%	2148
2025 Q3	–	Hold	0	–	–	–	2707
2025 Q2	–	Sell	-3	Closed	-$139	–	2555
2025 Q1	$195	Hold	3	–	–	﹤0.01%	1977
2024 Q4	$215	Sell	3 -1	-25%	-$79	﹤0.01%	1207
2024 Q3	$453	Buy	4 +2	+100%	+$223	﹤0.01%	1118
2024 Q2	$200	Hold	2	–	–	﹤0.01%	745
2024 Q1	$242	Hold	2	–	–	﹤0.01%	732
2023 Q4	$265	Hold	2	–	–	﹤0.01%	634
2023 Q3	$241	Hold	2	–	–	﹤0.01%	608
2023 Q2	$335	Hold	2	–	–	﹤0.01%	558
2023 Q1	$421	Hold	2	–	–	﹤0.01%	566
2022 Q4	$530	Buy	+2	New	+$582	﹤0.01%	442

Other funds holding ENPH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

True Wealth Design's ENPH Position: Q3 2026 in Review

True Wealth Design held its Enphase Energy (ENPH) position steady in Q3 2026 at 12 shares worth $396. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

True Wealth Design first reported a position in ENPH in Q4 2022 and has held it in 12 quarters since. The position peaked at $591 in Q2 2026. 210 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

True Wealth Design held 12 shares of Enphase Energy worth $396 as of Q3 2026.
True Wealth Design left its Enphase Energy share count unchanged in Q3 2026.
Enphase Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2198 holding.
True Wealth Design first reported a position in Enphase Energy in Q4 2022 and has held it in 12 quarters since.
True Wealth Design's Enphase Energy position peaked at $591 in Q2 2026.
210 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.