Wealth Enhancement Advisory Services
BRY

Wealth Enhancement Advisory Services’s Berry Corp BRY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28,285
Closed -$107K – 3676
2025
Q3 		$107K Buy
28,285
+9,820
+53% +$31.8K ﹤0.01% 3325
2025
Q2 		$57.2K Buy
+18,465
New +$49.3K ﹤0.01% 3214

Other funds holding BRY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's BRY Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 28,285 shares — an estimated $107K sold.

Wealth Enhancement Advisory Services first reported a position in BRY in Q2 2025 and held it in 2 quarters. The position peaked at $107K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 28,285 Berry Corp shares in Q4 2025, an estimated $107K.
  • Wealth Enhancement Advisory Services first reported a position in Berry Corp in Q2 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Berry Corp position peaked at $107K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.