Wealth Enhancement Advisory Services’s BGC Group BGC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BGC Stock Details BGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131K	Buy	+12,142	New	+$136K	﹤0.01%	3735
2026 Q1	–	Sell	-10,108	Closed	-$91.8K	–	3600
2025 Q4	$91.8K	Sell	10,108 -2,511	-20%	-$22.6K	﹤0.01%	3451
2025 Q3	$116K	Buy	12,619 +447	+4%	+$4.47K	﹤0.01%	3305
2025 Q2	$132K	Buy	+12,172	New	+$112K	﹤0.01%	3088

Other funds holding BGC

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MHIP

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in BGC Group (BGC) in Q2 2026: 12,142 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #3735 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in BGC as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in BGC in Q2 2025 and has held it in 4 quarters since. The position peaked at $132K in Q2 2025. 46 funds tracked by Wall St. Rank hold BGC as of Q2 2026.

Wealth Enhancement Advisory Services held 12,142 shares of BGC Group worth $131K as of Q2 2026.
BGC Group was a new Wealth Enhancement Advisory Services position in Q2 2026.
BGC Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3735 holding.
Wealth Enhancement Advisory Services first reported a position in BGC Group in Q2 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's BGC Group position peaked at $132K in Q2 2025.
46 funds tracked by Wall St. Rank held BGC Group as of Q2 2026.

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