Wealth Enhancement Advisory Services
CERT icon

Wealth Enhancement Advisory Services’s Certara CERT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$499K Buy
57,747
+4,716
+9% +$37.2K ﹤0.01% 2818
2026
Q2 		$359K Buy
+53,031
New +$299K ﹤0.01% 3024

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North Star Investment Management
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New York State Teachers Retirement System (NYSTRS)
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Inspire Investing
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Amalgamated Bank
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Yousif Capital Management
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Wealth Enhancement Advisory Services's CERT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Certara (CERT) stake by 8.9% in Q3 2026, buying an estimated $37.2K and bringing the position to 57,747 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

Wealth Enhancement Advisory Services first reported a position in CERT in Q2 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold CERT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 57,747 shares of Certara worth $499K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4,716 Certara shares in Q3 2026, an estimated $37.2K.
  • Certara made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2818 holding.
  • Wealth Enhancement Advisory Services first reported a position in Certara in Q2 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Certara as of Q3 2026.

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