Wealth Enhancement Advisory Services
IPGP icon

Wealth Enhancement Advisory Services’s IPG Photonics IPGP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.36M Buy
30,356
+12,149
+67% +$1.05M ﹤0.01% 1553
2026
Q2 		$1.96M Buy
18,207
+35
+0.2% +$4.02K ﹤0.01% 1583
2026
Q1 		$2.07M Buy
18,172
+1,276
+8% +$139K ﹤0.01% 1379
2025
Q4 		$1.34M Sell
16,896
-1,939
-10% -$158K ﹤0.01% 1774
2025
Q3 		$1.6M Buy
18,835
+2,447
+15% +$191K ﹤0.01% 1584
2025
Q2 		$1.21M Buy
16,388
+3,820
+30% +$238K ﹤0.01% 1642
2025
Q1 		$794K Buy
12,568
+8,294
+194% +$557K ﹤0.01% 1738
2024
Q4 		$311K Buy
4,274
+194
+5% +$14.9K ﹤0.01% 2357
2024
Q3 		$303K Buy
+4,080
New +$305K ﹤0.01% 2171
2024
Q1 		– Sell
-2,282
Closed -$248K – 2527
2023
Q4 		$248K Sell
2,282
-448
-16% -$43.4K ﹤0.01% 1957
2023
Q3 		$277K Buy
+2,730
New +$308K ﹤0.01% 1787

Other funds holding IPGP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Tuttle Capital Management
Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its IPG Photonics (IPGP) stake by 67% in Q3 2026, buying an estimated $1.05M and bringing the position to 30,356 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Wealth Enhancement Advisory Services first reported a position in IPGP in Q3 2023 and has held it in 11 quarters since. 93 funds tracked by Wall St. Rank hold IPGP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 30,356 shares of IPG Photonics worth $2.36M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 12,149 IPG Photonics shares in Q3 2026, an estimated $1.05M.
  • IPG Photonics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1553 holding.
  • Wealth Enhancement Advisory Services first reported a position in IPG Photonics in Q3 2023 and has held it in 11 quarters since.
  • 93 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2026.

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