Wealth Enhancement Advisory Services
AGL icon

Wealth Enhancement Advisory Services’s Agilon Health AGL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4M Buy
108,160
+320
+0.3% +$21K 0.02% 586
2026
Q1 		$1.16M Buy
107,840
+94,895
+733% +$1.53M ﹤0.01% 1705
2025
Q4 		$267K Buy
12,945
+9,680
+296% +$188K ﹤0.01% 3016
2025
Q3 		$86.5K Sell
3,265
-948
-23% -$35.8K ﹤0.01% 3355
2025
Q2 		$256K Buy
4,213
+225
+6% +$18K ﹤0.01% 2774
2025
Q1 		$432K Buy
3,988
+715
+22% +$62.2K ﹤0.01% 2158
2024
Q4 		$155K Buy
+3,273
New +$198K ﹤0.01% 2737

Other funds holding AGL

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Agilon Health (AGL) stake by 0.3% in Q2 2026, buying an estimated $21K and bringing the position to 108,160 shares worth $12.4M. The position accounts for 0.02% of the portfolio, ranked #586.

Wealth Enhancement Advisory Services first reported a position in AGL in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 108,160 shares of Agilon Health worth $12.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 320 Agilon Health shares in Q2 2026, an estimated $21K.
  • Agilon Health made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #586 holding.
  • Wealth Enhancement Advisory Services first reported a position in Agilon Health in Q4 2024 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

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