Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Graco GGG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.12M	Sell	40,144 -48,106	-55%	-$4.26M	0.01%	1155
2025 Q4	$7.48M	Sell	88,250 -25,431	-22%	-$2.09M	0.01%	823
2025 Q3	$9.49M	Sell	113,681 -66,828	-37%	-$5.72M	0.01%	680
2025 Q2	$16M	Buy	180,509 +81,706	+83%	+$6.77M	0.03%	487
2025 Q1	$8.25M	Buy	98,803 +3,550	+4%	+$300K	0.02%	648
2024 Q4	$8.03M	Buy	95,253 +33,015	+53%	+$2.86M	0.02%	629
2024 Q3	$5.45M	Sell	62,238 -29,378	-32%	-$2.41M	0.01%	695
2024 Q2	$7.26M	Buy	91,616 +3,473	+4%	+$291K	0.02%	582
2024 Q1	$8.24M	Buy	88,143 +7,611	+9%	+$674K	0.02%	525
2023 Q4	$6.99M	Buy	80,532 +10,076	+14%	+$792K	0.02%	512
2023 Q3	$5.13M	Buy	70,456 +39,566	+128%	+$3.13M	0.02%	574
2023 Q2	$2.67M	Buy	30,890 +12	+0%	+$933	0.03%	172
2023 Q1	$2.25M	Buy	30,878 +21,840	+242%	+$1.52M	0.03%	202
2022 Q4	$602K	Buy	+9,038	New	+$603K	0.01%	262

Other funds holding GGG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return