Wealth Enhancement Advisory Services
JBTM icon

Wealth Enhancement Advisory Services’s JBT Marel JBTM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$293K Buy
2,783
+667
+32% +$82.9K ﹤0.01% 3373
2026
Q2 		$289K Buy
2,116
+406
+24% +$52.6K ﹤0.01% 3242
2026
Q1 		$214K Sell
1,710
-238
-12% -$36K ﹤0.01% 3084
2025
Q4 		$300K Sell
1,948
-125
-6% -$17.6K ﹤0.01% 2919
2025
Q3 		$297K Sell
2,073
-10
-0.5% -$1.37K ﹤0.01% 2803
2025
Q2 		$263K Buy
+2,083
New +$233K ﹤0.01% 2744

Other funds holding JBTM

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its JBT Marel (JBTM) stake by 32% in Q3 2026, buying an estimated $82.9K and bringing the position to 2,783 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #3373.

Wealth Enhancement Advisory Services first reported a position in JBTM in Q2 2025 and has held it in 6 quarters since. The position peaked at $300K in Q4 2025. 92 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,783 shares of JBT Marel worth $293K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 667 JBT Marel shares in Q3 2026, an estimated $82.9K.
  • JBT Marel made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3373 holding.
  • Wealth Enhancement Advisory Services first reported a position in JBT Marel in Q2 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's JBT Marel position peaked at $300K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

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