Wealth Enhancement Advisory Services
FPS icon

Wealth Enhancement Advisory Services’s Forgent Power Solutions FPS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FPS Stock Details FPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$382K Sell
9,596
-2,885
-23% -$106K ﹤0.01% 3098
2026
Q2 		$571K Buy
+12,481
New +$570K ﹤0.01% 2565

Other funds holding FPS

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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
CloudAlpha Capital Management
CloudAlpha Capital Management Hong Kong $4.52B AUM 312.51% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Forgent Power Solutions (FPS) stake by 23% in Q3 2026, selling an estimated $106K and leaving 9,596 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

Wealth Enhancement Advisory Services first reported a position in FPS in Q2 2026 and has held it in 2 quarters since. The position peaked at $571K in Q2 2026. 169 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 9,596 shares of Forgent Power Solutions worth $382K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 2,885 Forgent Power Solutions shares in Q3 2026, an estimated $106K.
  • Forgent Power Solutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3098 holding.
  • Wealth Enhancement Advisory Services first reported a position in Forgent Power Solutions in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Forgent Power Solutions position peaked at $571K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

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