Wealth Enhancement Advisory Services
FRMI

Wealth Enhancement Advisory Services’s Fermi Inc FRMI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FRMI Stock Details FRMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Buy
35,612
+17,796
+100% +$113K ﹤0.01% 3442
2026
Q1 		$95.4K Buy
+17,816
New +$156K ﹤0.01% 3327

Other funds holding FRMI

TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Fermi Inc (FRMI) stake by 100% in Q2 2026, buying an estimated $113K and bringing the position to 35,612 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #3442.

Wealth Enhancement Advisory Services first reported a position in FRMI in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 35,612 shares of Fermi Inc worth $235K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 17,796 Fermi Inc shares in Q2 2026, an estimated $113K.
  • Fermi Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3442 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fermi Inc in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

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