Wealth Enhancement Advisory Services
CLAR icon

Wealth Enhancement Advisory Services’s Clarus CLAR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$114K Sell
33,246
-5,567
-14% -$19.5K ﹤0.01% 3911
2026
Q2 		$130K Buy
38,813
+6,091
+19% +$17.5K ﹤0.01% 3736
2026
Q1 		$88K Buy
+32,722
New +$107K ﹤0.01% 3341
2025
Q4 		– Sell
-64,414
Closed -$211K – 3687
2025
Q3 		$211K Sell
64,414
-769
-1% -$2.78K ﹤0.01% 3091
2025
Q2 		$238K Sell
65,183
-12
-0% -$41 ﹤0.01% 2844
2025
Q1 		$244K Sell
65,195
-1,076
-2% -$4.83K ﹤0.01% 2591
2024
Q4 		$299K Sell
66,271
-67,324
-50% -$302K ﹤0.01% 2382
2024
Q3 		$601K Buy
133,595
+925
+0.7% +$4.66K ﹤0.01% 1696
2024
Q2 		$893K Buy
132,670
+12
+0% +$79 ﹤0.01% 1334
2024
Q1 		$895K Buy
132,658
+86
+0.1% +$530 ﹤0.01% 1286
2023
Q4 		$914K Buy
132,572
+30
+0% +$176 ﹤0.01% 1208
2023
Q3 		$1M Buy
+132,542
New +$1.06M ﹤0.01% 1095

Other funds holding CLAR

GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Clarus (CLAR) stake by 14% in Q3 2026, selling an estimated $19.5K and leaving 33,246 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #3911.

Wealth Enhancement Advisory Services first reported a position in CLAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1M in Q3 2023. 6 funds tracked by Wall St. Rank hold CLAR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 33,246 shares of Clarus worth $114K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 5,567 Clarus shares in Q3 2026, an estimated $19.5K.
  • Clarus made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3911 holding.
  • Wealth Enhancement Advisory Services first reported a position in Clarus in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Clarus position peaked at $1M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Clarus as of Q3 2026.

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