Beirne Wealth Consulting Services, LLC ENVX — ENOVIX CORPORATION

Ownership history in Beirne Wealth Consulting Services, LLC  ·  13 quarters on record

AI Ownership Summary

Beirne Wealth Consulting Services, LLC reported ENOVIX CORPORATION (ENVX) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2025 Q2. The latest visible filing shows ENVX at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ENVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beirne Wealth Consulting Services, LLC's position in ENOVIX CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ENVX was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ENVX stock page Beirne Wealth Consulting Services, LLC fund profile Beirne Wealth Consulting Services, LLC full holdings
How Beirne Wealth Consulting Services, LLC held ENVX — position size vs. price
% of Fund (quarterly)    ENVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 76,567 — 0% 0.11% $397K 2026-04-30 $6.67
2025 Q4 UNCHANGED — — — 76,567 — 0% 0.16% $560K 2026-01-29 $7.13
2025 Q3 ADDED — — — 76,567 +9,567 +14.3% 0.18% $763K 2025-11-07 $9.56
2025 Q2 ADDED — — — 67,000 +10,000 +17.5% 0.22% $693K 2025-08-04 $10.99
2025 Q1 UNCHANGED — — — 57,000 — 0% 0.15% $418K 2025-05-01 $6.14
2024 Q4 ADDED — — — 57,000 +11,000 +23.9% 0.22% $620K 2025-01-31 $12.06
2024 Q3 ADDED — — — 46,000 +15,000 +48.4% 0.15% $430K 2024-11-07 $8.94
2024 Q2 ADDED — — — 31,000 +10,000 +47.6% 0.19% $479K 2024-08-12 $9.95
2024 Q1 UNCHANGED — — — 21,000 — 0% 0.07% $168K 2024-05-13 $8.78
2023 Q4 REDUCED 11.8% -36.8% ✅ 21,000 -2,800 -11.8% 0.13% $263K 2024-02-06 $9.84
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ENVX

As of 2026 Q1 — sorted by position size

Refined Wealth Management 3Y 2.79% Register Financial Advisors LLC 3Y 0.6% WEALTH EFFECTS LLC 3Y 0.44% FNY Investment Advisers, LLC 3Y 7Y 0.36% Intellectus Partners, LLC 3Y 7Y 0.18% Parkside Investments, LLC 3Y 7Y 0.17% Merrion Investment Management Co, LLC 3Y 0.14% RICHARDS, MERRILL & PETERSON, INC. 0.13% WESPAC Advisors, LLC 3Y 7Y 0.07% Reynders McVeigh Capital Management, LLC 3Y 7Y 0.07%

FAQ About Beirne Wealth Consulting Services, LLC and ENVX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beirne Wealth Consulting Services, LLC reported owning ENVX?

Beirne Wealth Consulting Services, LLC reported ENVX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ENVX position in Beirne Wealth Consulting Services, LLC's portfolio?

The largest reported portfolio weight for ENVX was 0.22% in 2025 Q2.

What is the latest reported ENVX position on this page?

The most recent filing on this page is 2026 Q1, when Beirne Wealth Consulting Services, LLC reported 76,567 shares, equal to 0.11% of portfolio, with an estimated market value of $397K.

What does the chart on this ENVX ownership page compare?

The chart compares Beirne Wealth Consulting Services, LLC's quarterly ENVX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beirne Wealth Consulting Services, LLC time their ENVX position?

Based on 13F filing dates vs. subsequent ENVX price moves, Beirne Wealth Consulting Services, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on ENVX relative to SPY over the holding period was -34.6%.

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