Wealth Enhancement Advisory Services
DCGO icon

Wealth Enhancement Advisory Services’s DocGo DCGO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DCGO Stock Details DCGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.11K Sell
20,980
-34,246
-62% -$17.5K ﹤0.01% 4206
2026
Q2 		$33K Buy
55,226
+37,748
+216% +$22.6K ﹤0.01% 3979
2026
Q1 		$9.96K Buy
+17,478
New +$13.2K ﹤0.01% 3559
2025
Q4 		– Sell
-16,060
Closed -$20.4K – 3691
2025
Q3 		$20.4K Buy
16,060
+2,091
+15% +$3.17K ﹤0.01% 3508
2025
Q2 		$22.1K Buy
+13,969
New +$26K ﹤0.01% 3297

Other funds holding DCGO

EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its DocGo (DCGO) stake by 62% in Q3 2026, selling an estimated $17.5K and leaving 20,980 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #4206.

Wealth Enhancement Advisory Services first reported a position in DCGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $33K in Q2 2026. 5 funds tracked by Wall St. Rank hold DCGO as of Q3 2026.

  • Wealth Enhancement Advisory Services held 20,980 shares of DocGo worth $7.11K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 34,246 DocGo shares in Q3 2026, an estimated $17.5K.
  • DocGo made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4206 holding.
  • Wealth Enhancement Advisory Services first reported a position in DocGo in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's DocGo position peaked at $33K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held DocGo as of Q3 2026.

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