Wealth Enhancement Advisory Services
IEP icon

Wealth Enhancement Advisory Services’s Icahn Enterprises IEP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,000
Closed -$2.55K – 2655
2024
Q1 		$2.55K Buy
+6,000
New +$110K ﹤0.01% 2450

Other funds holding IEP

TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Icahn Enterprises (IEP) stake by 29% in Q3 2026, buying an estimated $39.7K and bringing the position to 24,539 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #3811.

Wealth Enhancement Advisory Services first reported a position in IEP in Q1 2024 and has held it in 9 quarters since. The position peaked at $229K in Q4 2025. 12 funds tracked by Wall St. Rank hold IEP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 24,539 shares of Icahn Enterprises worth $163K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 5,509 Icahn Enterprises shares in Q3 2026, an estimated $39.7K.
  • Icahn Enterprises made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3811 holding.
  • Wealth Enhancement Advisory Services first reported a position in Icahn Enterprises in Q1 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Icahn Enterprises position peaked at $229K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2026.

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