Wealth Enhancement Advisory Services
GDYN icon

Wealth Enhancement Advisory Services’s Grid Dynamics Holdings GDYN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio GDYN Stock Details GDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$115K Buy
14,319
+1,684
+13% +$12.1K ﹤0.01% 3905
2026
Q2 		$74.2K Buy
+12,635
New +$78.2K ﹤0.01% 3859

Other funds holding GDYN

Mutual of America Capital Management
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Linden Thomas Advisory Services
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Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Grid Dynamics Holdings (GDYN) stake by 13% in Q3 2026, buying an estimated $12.1K and bringing the position to 14,319 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #3905.

Wealth Enhancement Advisory Services first reported a position in GDYN in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold GDYN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,319 shares of Grid Dynamics Holdings worth $115K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,684 Grid Dynamics Holdings shares in Q3 2026, an estimated $12.1K.
  • Grid Dynamics Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3905 holding.
  • Wealth Enhancement Advisory Services first reported a position in Grid Dynamics Holdings in Q2 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Grid Dynamics Holdings as of Q3 2026.

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