Wealth Enhancement Advisory Services
CCNE icon

Wealth Enhancement Advisory Services’s CNB Financial Corp CCNE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CCNE Stock Details CCNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$913K Buy
27,159
+7,960
+41% +$248K ﹤0.01% 2140
2026
Q1 		$563K Sell
19,199
-101,812
-84% -$2.84M ﹤0.01% 2225
2025
Q4 		$3.17M Sell
121,011
-214
-0.2% -$5.43K ﹤0.01% 1251
2025
Q3 		$2.95M Buy
121,225
+934
+0.8% +$23K ﹤0.01% 1228
2025
Q2 		$2.94M Sell
120,291
-248
-0.2% -$5.45K ﹤0.01% 1162
2025
Q1 		$2.68M Sell
120,539
-24,616
-17% -$599K 0.01% 1100
2024
Q4 		$3.61M Buy
145,155
+19,729
+16% +$514K 0.01% 921
2024
Q3 		$3.02M Sell
125,426
-2,283
-2% -$53.2K 0.01% 891
2024
Q2 		$2.61M Sell
127,709
-6,033
-5% -$117K 0.01% 889
2024
Q1 		$2.73M Sell
133,742
-27,246
-17% -$565K 0.01% 837
2023
Q4 		$3.64M Buy
160,988
+26,253
+19% +$526K 0.01% 695
2023
Q3 		$2.44M Buy
+134,735
New +$2.5M 0.01% 792

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HWAM
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SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return