Wealth Enhancement Advisory Services
HCI icon

Wealth Enhancement Advisory Services’s HCI Group HCI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.06M Buy
5,535
+1,101
+25% +$201K ﹤0.01% 2134
2026
Q2 		$810K Buy
4,434
+1,266
+40% +$200K ﹤0.01% 2248
2026
Q1 		$485K Sell
3,168
-87
-3% -$14.2K ﹤0.01% 2343
2025
Q4 		$569K Buy
3,255
+259
+9% +$48.8K ﹤0.01% 2383
2025
Q3 		$590K Buy
+2,996
New +$474K ﹤0.01% 2228

Other funds holding HCI

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its HCI Group (HCI) stake by 25% in Q3 2026, buying an estimated $201K and bringing the position to 5,535 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Wealth Enhancement Advisory Services first reported a position in HCI in Q3 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 5,535 shares of HCI Group worth $1.06M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,101 HCI Group shares in Q3 2026, an estimated $201K.
  • HCI Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2134 holding.
  • Wealth Enhancement Advisory Services first reported a position in HCI Group in Q3 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

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