Wealth Enhancement Advisory Services’s Aegon AEG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AEG Stock Details AEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$328K	Buy	37,222 +7,377	+25%	+$60.8K	﹤0.01%	3114
2026 Q1	$220K	Sell	29,845 -43,588	-59%	-$325K	﹤0.01%	3067
2025 Q4	$579K	Buy	73,433 +10,893	+17%	+$83.3K	﹤0.01%	2370
2025 Q3	$490K	Sell	62,540 -189	-0.3%	-$1.41K	﹤0.01%	2386
2025 Q2	$457K	Buy	62,729 +50,805	+426%	+$340K	﹤0.01%	2295
2025 Q1	$78.6K	Sell	11,924 -120	-1%	-$767	﹤0.01%	2804
2024 Q4	$70.9K	Sell	12,044 -3,161	-21%	-$19.8K	﹤0.01%	2841
2024 Q3	$97.2K	Buy	15,205 +2,440	+19%	+$15.1K	﹤0.01%	2563
2024 Q2	$78.3K	Buy	12,765 +707	+6%	+$4.46K	﹤0.01%	2430
2024 Q1	$73K	Buy	12,058 +155	+1%	+$902	﹤0.01%	2320
2023 Q4	$68.6K	Sell	11,903 -38	-0.3%	-$198	﹤0.01%	2196
2023 Q3	$57.3K	Buy	+11,941	New	+$61.5K	﹤0.01%	2149

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services's AEG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Aegon (AEG) stake by 25% in Q2 2026, buying an estimated $60.8K and bringing the position to 37,222 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #3114.

Wealth Enhancement Advisory Services first reported a position in AEG in Q3 2023 and has held it in 12 quarters since. The position peaked at $579K in Q4 2025. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Wealth Enhancement Advisory Services held 37,222 shares of Aegon worth $328K as of Q2 2026.
Wealth Enhancement Advisory Services bought 7,377 Aegon shares in Q2 2026, an estimated $60.8K.
Aegon made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3114 holding.
Wealth Enhancement Advisory Services first reported a position in Aegon in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Aegon position peaked at $579K in Q4 2025.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.