Wealth Enhancement Advisory Services
LGIH icon

Wealth Enhancement Advisory Services’s LGI Homes LGIH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$361K Sell
9,473
-1,671
-15% -$81.4K ﹤0.01% 2605
2025
Q4 		$489K Sell
11,144
-1,376
-11% -$64.5K ﹤0.01% 2497
2025
Q3 		$583K Buy
12,520
+1,152
+10% +$67.2K ﹤0.01% 2240
2025
Q2 		$619K Buy
11,368
+1,134
+11% +$62K ﹤0.01% 2065
2025
Q1 		$680K Buy
10,234
+6,970
+214% +$563K ﹤0.01% 1840
2024
Q4 		$292K Buy
3,264
+32
+1% +$3.36K ﹤0.01% 2407
2024
Q3 		$383K Buy
3,232
+176
+6% +$18.6K ﹤0.01% 2013
2024
Q2 		$273K Buy
3,056
+13
+0.4% +$1.25K ﹤0.01% 2046
2024
Q1 		$354K Buy
+3,043
New +$359K ﹤0.01% 1811

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CU
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VCM
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RRAM
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DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return