Wealth Enhancement Advisory Services
GDOT icon

Wealth Enhancement Advisory Services’s Green Dot GDOT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio GDOT Stock Details GDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,475
Closed -$149K – 4177
2026
Q1 		$149K Buy
+13,475
New +$159K ﹤0.01% 3229
2025
Q4 		– Sell
-10,316
Closed -$128K – 3704
2025
Q3 		$128K Sell
10,316
-157
-1% -$1.94K ﹤0.01% 3275
2025
Q2 		$117K Buy
+10,473
New +$94.6K ﹤0.01% 3116

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MI
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Marshall Wace
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Wealth Enhancement Advisory Services's GDOT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Green Dot (GDOT) in Q2 2026, closing a stake of 13,475 shares — an estimated $149K sold.

Wealth Enhancement Advisory Services first reported a position in GDOT in Q2 2025 and held it in 3 quarters. The position peaked at $149K in Q1 2026. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Green Dot position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,475 Green Dot shares in Q2 2026, an estimated $149K.
  • Wealth Enhancement Advisory Services first reported a position in Green Dot in Q2 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Green Dot position peaked at $149K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

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