Baron Wealth Management LLC EFXT β€” ENERFLEX LTD

Ownership history in Baron Wealth Management LLC  Β·  6 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported ENERFLEX LTD (EFXT) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.19% in 2026 Q2. The latest visible filing shows EFXT at 0.19% 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.

What this EFXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in ENERFLEX LTD, 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 Q2

EFXT was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

EFXT stock page Baron Wealth Management LLC fund profile Baron Wealth Management LLC full holdings
How Baron Wealth Management LLC held EFXT β€” position size vs. price
% of Fund (quarterly)    EFXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 30,530 +751 +2.5% 0.19% $748K 2026-07-07 $23.03
2026 Q1 ADDED β€” β€” β€” 29,779 +2,111 +7.6% 0.19% $623K 2026-04-16 $23.50
2025 Q4 ADDED β€” β€” β€” 27,668 +10,815 +64.2% 0.13% $427K 2026-01-14 $15.94
2025 Q3 ADDED β€” β€” β€” 16,853 +1,638 +10.8% 0.06% $182K 2025-10-20 $11.10
2025 Q2 ADDED β€” β€” β€” 15,215 +3,666 +31.7% 0.04% $120K 2025-07-09 $7.82
2025 Q1 INITIATED β€” β€” β€” 11,549 β€” β€” 0.04% $89K 2025-05-14 $7.14

🏒 Other funds also holding EFXT

As of 2026 Q2 β€” sorted by position size

KERR FINANCIAL PLANNING Corp 0.01% Dogwood Wealth Management LLC 0.01%

FAQ About Baron Wealth Management LLC and EFXT

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

How long has Baron Wealth Management LLC reported owning EFXT?

Baron Wealth Management LLC reported EFXT across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported EFXT position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for EFXT was 0.19% in 2026 Q2.

What is the latest reported EFXT position on this page?

The most recent filing on this page is 2026 Q2, when Baron Wealth Management LLC reported 30,530 shares, equal to 0.19% of portfolio, with an estimated market value of $748K.

What does the chart on this EFXT ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly EFXT 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 Baron Wealth Management LLC time their EFXT position?

Based on 13F filing dates vs. subsequent EFXT price moves, Baron Wealth Management LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on EFXT relative to SPY over the holding period was +121.3%.

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