Wealth Enhancement Advisory Services’s Liberty Energy LBRT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LBRT Stock Details LBRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$710K	Sell	37,667 -2,338	-6%	-$48.3K	﹤0.01%	2475
2026 Q2	$980K	Sell	40,005 -6,886	-15%	-$206K	﹤0.01%	2085
2026 Q1	$1.32M	Sell	46,891 -34,491	-42%	-$879K	﹤0.01%	1636
2025 Q4	$1.55M	Buy	81,382 +2,836	+4%	+$47.4K	﹤0.01%	1676
2025 Q3	$1.02M	Buy	78,546 +1,177	+2%	+$13.6K	﹤0.01%	1854
2025 Q2	$935K	Buy	77,369 +29,301	+61%	+$355K	﹤0.01%	1793
2025 Q1	$761K	Buy	+48,068	New	+$863K	﹤0.01%	1767

Other funds holding LBRT

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Liberty Energy (LBRT) stake by 5.8% in Q3 2026, selling an estimated $48.3K and leaving 37,667 shares worth $710K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Wealth Enhancement Advisory Services first reported a position in LBRT in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2025. 56 funds tracked by Wall St. Rank hold LBRT as of Q3 2026.

Wealth Enhancement Advisory Services held 37,667 shares of Liberty Energy worth $710K as of Q3 2026.
Wealth Enhancement Advisory Services sold 2,338 Liberty Energy shares in Q3 2026, an estimated $48.3K.
Liberty Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2475 holding.
Wealth Enhancement Advisory Services first reported a position in Liberty Energy in Q1 2025 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's Liberty Energy position peaked at $1.55M in Q4 2025.
56 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2026.

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