Wealth Enhancement Advisory Services
APG icon

Wealth Enhancement Advisory Services’s APi Group APG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio APG Stock Details APG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.21M Buy
55,279
+1,920
+4% +$77.1K ﹤0.01% 1599
2026
Q2 		$2.21M Buy
53,359
+11,919
+29% +$521K ﹤0.01% 1504
2026
Q1 		$1.74M Buy
41,440
+2,694
+7% +$114K ﹤0.01% 1475
2025
Q4 		$1.6M Buy
38,746
+7,367
+23% +$272K ﹤0.01% 1657
2025
Q3 		$1.08M Sell
31,379
-8,938
-22% -$312K ﹤0.01% 1806
2025
Q2 		$923K Buy
40,317
+17,299
+75% +$495K ﹤0.01% 1805
2025
Q1 		$549K Sell
23,018
-10,980
-32% -$275K ﹤0.01% 1991
2024
Q4 		$815K Buy
33,998
+192
+0.6% +$4.57K ﹤0.01% 1666
2024
Q3 		$744K Sell
33,806
-253
-0.7% -$5.94K ﹤0.01% 1576
2024
Q2 		$854K Buy
34,059
+297
+0.9% +$7.46K ﹤0.01% 1353
2024
Q1 		$884K Buy
+33,762
New +$786K ﹤0.01% 1293

Other funds holding APG

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's APG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its APi Group (APG) stake by 3.6% in Q3 2026, buying an estimated $77.1K and bringing the position to 55,279 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Wealth Enhancement Advisory Services first reported a position in APG in Q1 2024 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold APG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 55,279 shares of APi Group worth $2.21M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,920 APi Group shares in Q3 2026, an estimated $77.1K.
  • APi Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1599 holding.
  • Wealth Enhancement Advisory Services first reported a position in APi Group in Q1 2024 and has held it in 11 quarters since.
  • 24 funds tracked by Wall St. Rank held APi Group as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.