Position in ENVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$543,969
+$203,846 QoQ
Shares Held
89,616
+36.5% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#97
of 292 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ENVX Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $20,360,819 across 29 Electrical Equipment & Parts names. ENVX ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
33,444 | $11,197,720 | |
| 2 | NVT |
nVent Electric plc
|
11,605 | $1,968,324 | |
| 3 | BE |
Bloom Energy Corp
|
4,185 | $1,266,799 | |
| 4 | AYI |
Acuity Inc. (De)
|
2,927 | $1,102,483 | |
| 5 | HUBB |
Hubbell Inc
|
2,048 | $1,071,513 | |
| 6 | FPS |
Forgent Power Solutions, Inc.
|
16,527 | $923,198 | |
| 7 | TGEN |
Tecogen Inc.
|
112,080 | $585,057 | |
| 8 | ENVX |
Enovix Corp
This page
|
89,616 | $543,969 |
All Filings in ENVX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,969 | 89,616 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $340,123 | 65,661 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $468,110 | 64,037 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $613,972 | 61,582 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $434,424 | 42,014 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $279,441 | 38,071 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $405,527 | 37,307 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $403,329 | 43,183 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $683,718 | 44,225 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $248,910 | 31,075 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $558,179 | 44,583 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $550,844 | 43,892 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $631,345 | 34,997 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $151,336 | 10,150 | Shares | Other | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||