Wealth Enhancement Advisory Services
CON icon

Wealth Enhancement Advisory Services’s Concentra Group Holdings CON Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CON Stock Details CON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$255K Buy
15,742
+941
+6% +$31.4K ﹤0.01% 3514
2026
Q2 		$192K Buy
14,801
+2,179
+17% +$54.2K ﹤0.01% 3610
2026
Q1 		$264K Sell
12,622
-890
-7% -$19.8K ﹤0.01% 2899
2025
Q4 		$271K Sell
13,512
-2,066
-13% -$41.3K ﹤0.01% 3006
2025
Q3 		$327K Buy
15,578
+5,113
+49% +$109K ﹤0.01% 2709
2025
Q2 		$215K Buy
+10,465
New +$224K ﹤0.01% 2930
2025
Q1 		– Sell
-13,435
Closed -$266K – 3192
2024
Q4 		$266K Buy
+13,435
New +$278K ﹤0.01% 2476

Other funds holding CON

Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Romano Brothers & Co
Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Concentra Group Holdings (CON) stake by 6.4% in Q3 2026, buying an estimated $31.4K and bringing the position to 15,742 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #3514.

Wealth Enhancement Advisory Services first reported a position in CON in Q4 2024 and has held it in 7 quarters since. The position peaked at $327K in Q3 2025. 79 funds tracked by Wall St. Rank hold CON as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,742 shares of Concentra Group Holdings worth $255K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 941 Concentra Group Holdings shares in Q3 2026, an estimated $31.4K.
  • Concentra Group Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3514 holding.
  • Wealth Enhancement Advisory Services first reported a position in Concentra Group Holdings in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Concentra Group Holdings position peaked at $327K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q3 2026.

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