Wealth Enhancement Advisory Services’s Choiceone Financial COFS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio COFS Stock Details COFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$245K	Buy	+7,426	New	+$250K	﹤0.01%	3553

Other funds holding COFS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Choiceone Financial (COFS) in Q3 2026: 7,426 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #3553 among its holdings.

67 funds tracked by Wall St. Rank hold COFS as of Q3 2026.

Wealth Enhancement Advisory Services held 7,426 shares of Choiceone Financial worth $245K as of Q3 2026.
Choiceone Financial was a new Wealth Enhancement Advisory Services position in Q3 2026.
Choiceone Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3553 holding.
67 funds tracked by Wall St. Rank held Choiceone Financial as of Q3 2026.

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