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
Q3 		$955K Buy
28,383
+1,224
+5% +$41.9K ﹤0.01% 2213
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

Other funds holding CCNE

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its CNB Financial Corp (CCNE) stake by 4.5% in Q3 2026, buying an estimated $41.9K and bringing the position to 28,383 shares worth $955K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Wealth Enhancement Advisory Services first reported a position in CCNE in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.64M in Q4 2023. 12 funds tracked by Wall St. Rank hold CCNE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 28,383 shares of CNB Financial Corp worth $955K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,224 CNB Financial Corp shares in Q3 2026, an estimated $41.9K.
  • CNB Financial Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2213 holding.
  • Wealth Enhancement Advisory Services first reported a position in CNB Financial Corp in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's CNB Financial Corp position peaked at $3.64M in Q4 2023.
  • 12 funds tracked by Wall St. Rank held CNB Financial Corp as of Q3 2026.

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