Polen Growth Fund shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Polen Growth Fund (POLRX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Polen Growth Fund
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Quarterly reported holdings in Polen Growth Fund by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $691k | 15k | 45.31 |
| 2024-06-30 | $672k | 15k | 44.08 |
| 2024-03-31 | $674k | 15k | 44.21 |
| 2023-09-30 | $568k | 16k | 35.73 |
| 2023-06-30 | $707k | 19k | 37.06 |
| 2023-03-31 | $643k | 19k | 33.57 |
| 2022-12-31 | $575k | 20k | 29.45 |
| 2022-09-30 | $592k | 18k | 32.84 |
| 2022-06-30 | $674k | 19k | 34.74 |
| 2022-03-31 | $856k | 19k | 45.80 |
| 2021-12-31 | $993k | 19k | 53.00 |
| 2021-09-30 | $925k | 18k | 52.55 |
| 2021-06-30 | $915k | 18k | 51.32 |
| 2021-03-31 | $939k | 20k | 48.01 |
Top funds holding Polen Growth Fund
View all funds holding Polen Growth Fund