Wealth Enhancement Advisory Services
PACB icon

Wealth Enhancement Advisory Services’s Pacific Biosciences PACB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.8K Buy
54,981
+11,320
+26% +$16.5K ﹤0.01% 3833
2026
Q1 		$58.5K Buy
43,661
+24,324
+126% +$43.5K ﹤0.01% 3407
2025
Q4 		$40.2K Buy
19,337
+1,620
+9% +$3.11K ﹤0.01% 3541
2025
Q3 		$24.8K Sell
17,717
-12,396
-41% -$16.8K ﹤0.01% 3490
2025
Q2 		$48.2K Buy
30,113
+9,739
+48% +$11.2K ﹤0.01% 3230
2025
Q1 		$24K Sell
20,374
-2,599
-11% -$3.99K ﹤0.01% 2907
2024
Q4 		$42K Sell
22,973
-37,819
-62% -$73.8K ﹤0.01% 2882
2024
Q3 		$103K Buy
60,792
+15,519
+34% +$25.5K ﹤0.01% 2554
2024
Q2 		$62K Buy
45,273
+29,696
+191% +$60K ﹤0.01% 2443
2024
Q1 		$58.4K Sell
15,577
-897
-5% -$5.25K ﹤0.01% 2334
2023
Q4 		$162K Buy
16,474
+2,436
+17% +$19.9K ﹤0.01% 2122
2023
Q3 		$117K Buy
+14,038
New +$160K ﹤0.01% 2083

Other funds holding PACB

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $147M AUM 18.41% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's PACB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Pacific Biosciences (PACB) stake by 26% in Q2 2026, buying an estimated $16.5K and bringing the position to 54,981 shares worth $85.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3833.

Wealth Enhancement Advisory Services first reported a position in PACB in Q3 2023 and has held it in 12 quarters since. The position peaked at $162K in Q4 2023. 17 funds tracked by Wall St. Rank hold PACB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 54,981 shares of Pacific Biosciences worth $85.8K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 11,320 Pacific Biosciences shares in Q2 2026, an estimated $16.5K.
  • Pacific Biosciences made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3833 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pacific Biosciences in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Pacific Biosciences position peaked at $162K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.