Wealth Enhancement Advisory Services
FPH icon

Wealth Enhancement Advisory Services’s Five Point Holdings FPH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FPH Stock Details FPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$65.7K Hold
14,664
– – ﹤0.01% 4003
2026
Q2 		$74.8K Sell
14,664
-212
-1% -$1.06K ﹤0.01% 3856
2026
Q1 		$72.9K Buy
14,876
+115
+0.8% +$617 ﹤0.01% 3378
2025
Q4 		$84.9K Buy
14,761
+10
+0.1% +$59 ﹤0.01% 3466
2025
Q3 		$88.9K Buy
14,751
+74
+0.5% +$430 ﹤0.01% 3351
2025
Q2 		$84.5K Buy
+14,677
New +$78.5K ﹤0.01% 3165

Other funds holding FPH

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Wealth Enhancement Advisory Services held its Five Point Holdings (FPH) position steady in Q3 2026 at 14,664 shares worth $65.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4003.

Wealth Enhancement Advisory Services first reported a position in FPH in Q2 2025 and has held it in 6 quarters since. The position peaked at $88.9K in Q3 2025. 4 funds tracked by Wall St. Rank hold FPH as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,664 shares of Five Point Holdings worth $65.7K as of Q3 2026.
  • Wealth Enhancement Advisory Services left its Five Point Holdings share count unchanged in Q3 2026.
  • Five Point Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4003 holding.
  • Wealth Enhancement Advisory Services first reported a position in Five Point Holdings in Q2 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Five Point Holdings position peaked at $88.9K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Five Point Holdings as of Q3 2026.

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