Wealth Enhancement Advisory Services
CRSP icon

Wealth Enhancement Advisory Services’s CRISPR Therapeutics CRSP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CRSP Stock Details CRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Sell
25,163
-1,514
-6% -$79.8K ﹤0.01% 1865
2026
Q1 		$1.32M Sell
26,677
-62,679
-70% -$3.31M ﹤0.01% 1635
2025
Q4 		$5.2M Buy
89,356
+5,340
+6% +$320K 0.01% 996
2025
Q3 		$5.93M Buy
84,016
+1,409
+2% +$80.9K 0.01% 868
2025
Q2 		$4.31M Sell
82,607
-11,493
-12% -$445K 0.01% 964
2025
Q1 		$3.2M Buy
94,100
+66,789
+245% +$2.83M 0.01% 1019
2024
Q4 		$1.07M Sell
27,311
-2,930
-10% -$138K ﹤0.01% 1498
2024
Q3 		$1.42M Sell
30,241
-1,657
-5% -$84.1K ﹤0.01% 1220
2024
Q2 		$1.72M Buy
31,898
+18,239
+134% +$1.05M ﹤0.01% 1050
2024
Q1 		$931K Sell
13,659
-492
-3% -$35.2K ﹤0.01% 1269
2023
Q4 		$886K Buy
14,151
+3,781
+36% +$209K ﹤0.01% 1219
2023
Q3 		$471K Buy
+10,370
New +$536K ﹤0.01% 1462

Other funds holding CRSP

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $474M AUM 35.58% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its CRISPR Therapeutics (CRSP) stake by 5.7% in Q2 2026, selling an estimated $79.8K and leaving 25,163 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Wealth Enhancement Advisory Services first reported a position in CRSP in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.93M in Q3 2025. 71 funds tracked by Wall St. Rank hold CRSP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 25,163 shares of CRISPR Therapeutics worth $1.34M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,514 CRISPR Therapeutics shares in Q2 2026, an estimated $79.8K.
  • CRISPR Therapeutics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1865 holding.
  • Wealth Enhancement Advisory Services first reported a position in CRISPR Therapeutics in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's CRISPR Therapeutics position peaked at $5.93M in Q3 2025.
  • 71 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2026.

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