Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Caribou Biosciences CRBU Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.2K Buy
+11,008
New +$21.8K ﹤0.01% 4029
2025
Q3 		– Sell
-22,083
Closed -$30.3K – 3615
2025
Q2 		$30.3K Buy
22,083
+4,132
+23% +$4.06K ﹤0.01% 3268
2025
Q1 		$16.4K Buy
+17,951
New +$23.3K ﹤0.01% 2923

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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's CRBU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Caribou Biosciences (CRBU) in Q2 2026: 11,008 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #4029 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in CRBU as recently as Q2 2025.

Wealth Enhancement Advisory Services first reported a position in CRBU in Q1 2025 and has held it in 3 quarters since. The position peaked at $30.3K in Q2 2025. 137 funds tracked by Wall St. Rank hold CRBU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,008 shares of Caribou Biosciences worth $21.2K as of Q2 2026.
  • Caribou Biosciences was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Caribou Biosciences made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #4029 holding.
  • Wealth Enhancement Advisory Services first reported a position in Caribou Biosciences in Q1 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Caribou Biosciences position peaked at $30.3K in Q2 2025.
  • 137 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.