Wealth Enhancement Advisory Services
ASPN icon

Wealth Enhancement Advisory Services’s Aspen Aerogels ASPN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$226K Buy
40,110
+9,724
+32% +$50.8K ﹤0.01% 3632
2026
Q2 		$157K Buy
30,386
+19,360
+176% +$95K ﹤0.01% 3679
2026
Q1 		$40.7K Buy
+11,026
New +$37.2K ﹤0.01% 3449
2025
Q1 		– Sell
-10,843
Closed -$129K – 2989
2024
Q4 		$129K Buy
+10,843
New +$185K ﹤0.01% 2768

Other funds holding ASPN

ACM
AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Aspen Aerogels (ASPN) stake by 32% in Q3 2026, buying an estimated $50.8K and bringing the position to 40,110 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #3632.

Wealth Enhancement Advisory Services first reported a position in ASPN in Q4 2024 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold ASPN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 40,110 shares of Aspen Aerogels worth $226K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 9,724 Aspen Aerogels shares in Q3 2026, an estimated $50.8K.
  • Aspen Aerogels made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3632 holding.
  • Wealth Enhancement Advisory Services first reported a position in Aspen Aerogels in Q4 2024 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Aspen Aerogels as of Q3 2026.

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