Gould Capital, LLC ENPH — ENPHASE ENERGY INC COM

Ownership history in Gould Capital, LLC  ·  16 quarters on record

AI Ownership Summary

Gould Capital, LLC reported ENPHASE ENERGY INC COM (ENPH) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.83% in 2024 Q1. The latest visible filing shows ENPH at 0.03% 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 ENPH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gould Capital, LLC's position in ENPHASE ENERGY INC COM, 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
2025 Q4

ENPH was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2024 Q1

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 2025 Q4

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.

ENPH stock page Gould Capital, LLC fund profile Gould Capital, LLC full holdings
How Gould Capital, LLC held ENPH — position size vs. price
% of Fund (quarterly)    ENPH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 96.2% +18.0% ❌ 1,402 -35,060 -96.2% 0.03% $45K 2026-02-14 (Est.) $43.49
2025 Q3 ADDED — — — 36,462 +17,599 +93.3% 0.80% $1.3M 2025-11-17 $27.53
2025 Q2 ADDED — — — 18,863 +484 +2.6% 0.50% $748K 2025-08-14 $32.22
2025 Q1 ADDED — — — 18,379 +8,927 +94.4% 0.80% $1.1M 2025-05-14 $48.27
2024 Q4 REDUCED 7.4% -9.7% ✅ 9,452 -754 -7.4% 0.45% $649K 2025-02-21 $64.85
2024 Q3 ADDED — — — 10,206 +212 +2.1% 0.76% $1.2M 2024-11-18 $62.40
2024 Q2 ADDED — — — 9,994 +243 +2.5% 0.70% $997K 2024-08-15 $117.12
2024 Q1 ADDED — — — 9,751 +2,794 +40.2% 0.83% $1.2M 2024-05-13 $110.78
2023 Q4 ADDED — — — 6,957 +6,857 +6857.0% 0.67% $919K 2024-02-15 $136.39
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ENPH

As of 2026 Q1 — sorted by position size

BOURGEON CAPITAL MANAGEMENT LLC 3Y 7Y 1.48% Leibman Financial Services, Inc. 0.92% Green Alpha Advisors, LLC 3Y 0.61% FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.38% Bouvel Investment Partners, LLC 3Y 0.38% Quintet Private Bank (Europe) S.A. 0.3% MOUNT VERNON ASSOCIATES INC /MD/ 3Y 7Y 0.28% Sanchez Gaunt Capital Management, LLC 0.26% Intellectus Partners, LLC 3Y 7Y 0.2% TriaGen Wealth Management LLC 3Y 0.13%

FAQ About Gould Capital, LLC and ENPH

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

How long has Gould Capital, LLC reported owning ENPH?

Gould Capital, LLC reported ENPH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ENPH position in Gould Capital, LLC's portfolio?

The largest reported portfolio weight for ENPH was 0.83% in 2024 Q1.

What is the latest reported ENPH position on this page?

The most recent filing on this page is 2025 Q4, when Gould Capital, LLC reported 1,402 shares, equal to 0.03% of portfolio, with an estimated market value of $45K.

What does the chart on this ENPH ownership page compare?

The chart compares Gould Capital, LLC's quarterly ENPH 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 Gould Capital, LLC time their ENPH position?

Based on 13F filing dates vs. subsequent ENPH price moves, Gould Capital, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on ENPH relative to SPY over the holding period was -34.5%.

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