Wealth Enhancement Advisory Services’s Blaize Holdings BZAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-51,924	Closed	-$63.9K	–	4485
2026 Q2	$63.9K	Buy	51,924 +12,667	+32%	+$22.3K	﹤0.01%	3881
2026 Q1	$70.3K	Buy	+39,257	New	+$57.9K	﹤0.01%	3386

Other funds holding BZAI

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Blaize Holdings (BZAI) in Q3 2026, closing a stake of 51,924 shares — an estimated $63.9K sold.

Wealth Enhancement Advisory Services first reported a position in BZAI in Q1 2026 and held it in 2 quarters. The position peaked at $70.3K in Q1 2026. 6 funds tracked by Wall St. Rank hold BZAI as of Q3 2026.

Wealth Enhancement Advisory Services reported no remaining Blaize Holdings position as of Q3 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 51,924 Blaize Holdings shares in Q3 2026, an estimated $63.9K.
Wealth Enhancement Advisory Services first reported a position in Blaize Holdings in Q1 2026 and held it in 2 quarters.
Wealth Enhancement Advisory Services's Blaize Holdings position peaked at $70.3K in Q1 2026.
6 funds tracked by Wall St. Rank held Blaize Holdings as of Q3 2026.

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