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
Q3 		$87.5K Buy
+10,177
New +$78.5K ﹤0.01% 3959
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 $2.61B AUM 14.26% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Pangaea Logistics (PANL) in Q3 2026: 10,177 shares worth $87.5K. The stake represents ﹤0.01% of the portfolio and ranks #3959 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in PANL as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in PANL in Q3 2024 and has held it in 7 quarters since. The position peaked at $115K in Q4 2025. 6 funds tracked by Wall St. Rank hold PANL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 10,177 shares of Pangaea Logistics worth $87.5K as of Q3 2026.
  • Pangaea Logistics was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Pangaea Logistics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3959 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pangaea Logistics in Q3 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Pangaea Logistics position peaked at $115K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Pangaea Logistics as of Q3 2026.

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