Wealth Enhancement Advisory Services
AREC icon

Wealth Enhancement Advisory Services’s American Resources Corp AREC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AREC Stock Details AREC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$187K Buy
113,502
+5,321
+5% +$11.4K ﹤0.01% 3775
2026
Q2 		$195K Buy
+108,181
New +$242K ﹤0.01% 3607
2026
Q1 		– Sell
-21,842
Closed -$70.6K – 3583
2025
Q4 		$70.6K Buy
+21,842
New +$72.8K ﹤0.01% 3494

Other funds holding AREC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its American Resources Corp (AREC) stake by 4.9% in Q3 2026, buying an estimated $11.4K and bringing the position to 113,502 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #3775.

Wealth Enhancement Advisory Services first reported a position in AREC in Q4 2025 and has held it in 3 quarters since. The position peaked at $195K in Q2 2026. 45 funds tracked by Wall St. Rank hold AREC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 113,502 shares of American Resources Corp worth $187K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 5,321 American Resources Corp shares in Q3 2026, an estimated $11.4K.
  • American Resources Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3775 holding.
  • Wealth Enhancement Advisory Services first reported a position in American Resources Corp in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's American Resources Corp position peaked at $195K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held American Resources Corp as of Q3 2026.

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