Wealth Enhancement Advisory Services
PANL icon

Wealth Enhancement Advisory Services’s Pangaea Logistics PANL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,092
Closed -$115K – 3799
2025
Q4 		$115K Sell
17,092
-810
-5% -$4.9K ﹤0.01% 3406
2025
Q3 		$89.5K Buy
17,902
+1,351
+8% +$6.99K ﹤0.01% 3350
2025
Q2 		$85.1K Sell
16,551
-2,001
-11% -$8.88K ﹤0.01% 3163
2025
Q1 		$88.3K Buy
18,552
+2,551
+16% +$13.4K ﹤0.01% 2786
2024
Q4 		$85.8K Buy
16,001
+371
+2% +$2.23K ﹤0.01% 2824
2024
Q3 		$113K Buy
+15,630
New +$108K ﹤0.01% 2536

Other funds holding PANL

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's PANL Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Pangaea Logistics (PANL) in Q1 2026, closing a stake of 17,092 shares — an estimated $115K sold.

Wealth Enhancement Advisory Services first reported a position in PANL in Q3 2024 and held it in 6 quarters. The position peaked at $115K in Q4 2025. 146 funds tracked by Wall St. Rank hold PANL as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Pangaea Logistics position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 17,092 Pangaea Logistics shares in Q1 2026, an estimated $115K.
  • Wealth Enhancement Advisory Services first reported a position in Pangaea Logistics in Q3 2024 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's Pangaea Logistics position peaked at $115K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Pangaea Logistics as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.