Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s GitLab GTLB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio GTLB Stock Details GTLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,500
Closed -$3.75K – 2520
2023
Q4 		$3.75K Buy
+12,500
New +$632K ﹤0.01% 2307

Other funds holding GTLB

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
KC
Katamaran Capital London, United Kingdom $126M AUM 56.55% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCM
Washington Capital Management Seattle, Washington $152M AUM 30.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its GitLab (GTLB) stake by 24% in Q2 2026, selling an estimated $1.47M and leaving 178,679 shares worth $5.79M. The position accounts for 0.01% of the portfolio, ranked #922.

Wealth Enhancement Advisory Services first reported a position in GTLB in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.78M in Q3 2025. 41 funds tracked by Wall St. Rank hold GTLB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 178,679 shares of GitLab worth $5.79M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 57,917 GitLab shares in Q2 2026, an estimated $1.47M.
  • GitLab made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #922 holding.
  • Wealth Enhancement Advisory Services first reported a position in GitLab in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's GitLab position peaked at $8.78M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held GitLab as of Q2 2026.

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