Wealth Enhancement Advisory Services
BAER icon

Wealth Enhancement Advisory Services’s Bridger Aerospace BAER Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BAER Stock Details BAER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.5K Hold
28,578
– – ﹤0.01% 4142
2026
Q2 		$55.4K Buy
+28,578
New +$56.5K ﹤0.01% 3904

Other funds holding BAER

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Peterson Wealth Advisors
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Kieckhefer Group
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Coston McIsaac & Partners
Coston McIsaac & Partners Bar Harbor, Maine $491M AUM 7.28% 1-Year Est. Return
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel Pasadena, California $3.14B AUM 23.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Wealth Enhancement Advisory Services held its Bridger Aerospace (BAER) position steady in Q3 2026 at 28,578 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4142.

Wealth Enhancement Advisory Services first reported a position in BAER in Q2 2026 and has held it in 2 quarters since. The position peaked at $55.4K in Q2 2026. 24 funds tracked by Wall St. Rank hold BAER as of Q3 2026.

  • Wealth Enhancement Advisory Services held 28,578 shares of Bridger Aerospace worth $17.5K as of Q3 2026.
  • Wealth Enhancement Advisory Services left its Bridger Aerospace share count unchanged in Q3 2026.
  • Bridger Aerospace made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4142 holding.
  • Wealth Enhancement Advisory Services first reported a position in Bridger Aerospace in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Bridger Aerospace position peaked at $55.4K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Bridger Aerospace as of Q3 2026.

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