Wealth Enhancement Advisory Services
BGC icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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. 366 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.
  • 366 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.