Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s CitroTech Inc CITR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CITR Stock Details CITR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.44M Buy
490,651
+449,826
+1,102% +$2.41M ﹤0.01% 1910
2026
Q2 		$211K Buy
+40,825
New +$289K ﹤0.01% 3539

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Geode Capital Management
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T3 Companies
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FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its CitroTech Inc (CITR) stake by 1,102% in Q3 2026, buying an estimated $2.41M and bringing the position to 490,651 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Wealth Enhancement Advisory Services first reported a position in CITR in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold CITR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 490,651 shares of CitroTech Inc worth $1.44M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 449,826 CitroTech Inc shares in Q3 2026, an estimated $2.41M.
  • CitroTech Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1910 holding.
  • Wealth Enhancement Advisory Services first reported a position in CitroTech Inc in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held CitroTech Inc as of Q3 2026.

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