Wealth Enhancement Advisory Services
HLIT icon

Wealth Enhancement Advisory Services’s Harmonic Inc HLIT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$676K Sell
48,114
-1,033
-2% -$13.2K ﹤0.01% 2409
2026
Q1 		$452K Sell
49,147
-3,907
-7% -$38.8K ﹤0.01% 2398
2025
Q4 		$534K Buy
53,054
+7,413
+16% +$74.7K ﹤0.01% 2422
2025
Q3 		$475K Sell
45,641
-3,389
-7% -$31.9K ﹤0.01% 2409
2025
Q2 		$481K Buy
49,030
+16,672
+52% +$152K ﹤0.01% 2255
2025
Q1 		$310K Buy
32,358
+501
+2% +$5.52K ﹤0.01% 2425
2024
Q4 		$421K Sell
31,857
-3,508
-10% -$45.8K ﹤0.01% 2114
2024
Q3 		$515K Buy
35,365
+5,414
+18% +$72.3K ﹤0.01% 1819
2024
Q2 		$353K Sell
29,951
-4,952
-14% -$55.9K ﹤0.01% 1873
2024
Q1 		$469K Sell
34,903
-8,776
-20% -$112K ﹤0.01% 1624
2023
Q4 		$570K Buy
43,679
+7,280
+20% +$77.8K ﹤0.01% 1426
2023
Q3 		$351K Buy
+36,399
New +$434K ﹤0.01% 1640

Other funds holding HLIT

SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return