Wealth Effects’s Enovix ENVX Stock Holding History

Wealth Effects’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	$1.26M	Buy	242,321 +56,899	+31%	+$356K	0.44%	50
2025 Q4	$1.36M	Sell	185,422 -87,850	-32%	-$851K	0.42%	41
2025 Q3	$2.72M	Buy	273,272 +10,699	+4%	+$118K	0.88%	21
2025 Q2	$2.38M	Sell	262,573 -2,685	-1%	-$17.5K	0.89%	20
2025 Q1	$1.7M	Sell	265,258 -2,743	-1%	-$24.4K	0.72%	28
2024 Q4	$2.55M	Sell	268,001 -12,572	-4%	-$110K	0.91%	18
2024 Q3	$2.29M	Buy	280,573 +18,858	+7%	+$196K	0.8%	21
2024 Q2	$3.54M	Buy	261,715 +93,486	+56%	+$782K	1.28%	12
2024 Q1	$1.18M	Buy	168,229 +51,943	+45%	+$451K	0.43%	47
2023 Q4	$1.27M	Buy	116,286 +4,342	+4%	+$42.6K	0.48%	51
2023 Q3	$1.23M	Buy	111,944 +17,714	+19%	+$253K	0.61%	38
2023 Q2	$1.49M	Buy	94,230 +1,886	+2%	+$21.9K	0.65%	32
2023 Q1	$1.2M	Buy	92,344 +40,343	+78%	+$331K	0.62%	39
2022 Q4	$566K	Buy	+52,001	New	+$640K	0.32%	72

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