Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s General American Investors Company GAM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio GAM Stock Details GAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,041	Closed	-$362K	–	3710
2025 Q4	$362K	Buy	6,041 +350	+6%	+$21.3K	﹤0.01%	2751
2025 Q3	$360K	Hold	5,691	–	–	﹤0.01%	2633
2025 Q2	$322K	Sell	5,691 -322	-5%	-$16.8K	﹤0.01%	2582
2025 Q1	$303K	Buy	+6,013	New	+$310K	﹤0.01%	2446
2024 Q2	–	Sell	-4,914	Closed	-$229K	–	2649
2024 Q1	$229K	Buy	4,914 +56	+1%	+$2.48K	﹤0.01%	2107
2023 Q4	$209K	Buy	+4,858	New	+$202K	﹤0.01%	2073

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Allspring Global Investments

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Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Royal Bank of Canada

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