Wealth Enhancement Advisory Services
LAC icon

Wealth Enhancement Advisory Services’s Lithium Americas LAC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$610K Buy
258,548
+17,181
+7% +$52.7K ﹤0.01% 2623
2026
Q2 		$801K Sell
241,367
-8,125
-3% -$38.7K ﹤0.01% 2253
2026
Q1 		$1.01M Sell
249,492
-72,809
-23% -$358K ﹤0.01% 1792
2025
Q4 		$1.76M Buy
322,301
+2,491
+0.8% +$14.4K ﹤0.01% 1584
2025
Q3 		$2.64M Sell
319,810
-8,772
-3% -$27.7K ﹤0.01% 1288
2025
Q2 		$874K Buy
328,582
+15,898
+5% +$44.1K ﹤0.01% 1837
2025
Q1 		$847K Sell
312,684
-45,904
-13% -$138K ﹤0.01% 1694
2024
Q4 		$1.07M Sell
358,588
-14,792
-4% -$51.3K ﹤0.01% 1504
2024
Q3 		$1.01M Buy
373,380
+108,993
+41% +$277K ﹤0.01% 1391
2024
Q2 		$709K Buy
264,387
+22,313
+9% +$98.6K ﹤0.01% 1441
2024
Q1 		$1.63M Buy
242,074
+18,388
+8% +$95.5K ﹤0.01% 1031
2023
Q4 		$1.43M Buy
+223,686
New +$1.67M ﹤0.01% 1019

Other funds holding LAC

General Motors Holdings
General Motors Holdings Detroit, Michigan $56.7M AUM 48.31% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Revisor Wealth Management
Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Lithium Americas (LAC) stake by 7.1% in Q3 2026, buying an estimated $52.7K and bringing the position to 258,548 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #2623.

Wealth Enhancement Advisory Services first reported a position in LAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.64M in Q3 2025. 120 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 258,548 shares of Lithium Americas worth $610K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 17,181 Lithium Americas shares in Q3 2026, an estimated $52.7K.
  • Lithium Americas made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2623 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lithium Americas in Q4 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Lithium Americas position peaked at $2.64M in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

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