Wealth Enhancement Advisory Services
PBYI icon

Wealth Enhancement Advisory Services’s Puma Biotechnology PBYI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$141K Buy
14,098
+895
+7% +$7.88K ﹤0.01% 3857
2026
Q2 		$106K Buy
13,203
+1,568
+13% +$11.5K ﹤0.01% 3780
2026
Q1 		$80.3K Buy
11,635
+1,491
+15% +$9.6K ﹤0.01% 3363
2025
Q4 		$59.4K Buy
+10,144
New +$53.9K ﹤0.01% 3521

Other funds holding PBYI

Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Baron Wealth Management
Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return
C2C Wealth Management
C2C Wealth Management Scottsdale, Arizona $128M AUM 19.37% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Puma Biotechnology (PBYI) stake by 6.8% in Q3 2026, buying an estimated $7.88K and bringing the position to 14,098 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #3857.

Wealth Enhancement Advisory Services first reported a position in PBYI in Q4 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold PBYI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,098 shares of Puma Biotechnology worth $141K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 895 Puma Biotechnology shares in Q3 2026, an estimated $7.88K.
  • Puma Biotechnology made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3857 holding.
  • Wealth Enhancement Advisory Services first reported a position in Puma Biotechnology in Q4 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Puma Biotechnology as of Q3 2026.

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