Wealth Enhancement Advisory Services
PLGO icon

Wealth Enhancement Advisory Services’s Pelagos Insurance Capital PLGO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PLGO Stock Details PLGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$379K Buy
15,489
+1,032
+7% +$25.5K ﹤0.01% 3106
2026
Q2 		$362K Buy
14,457
+2,265
+19% +$49.3K ﹤0.01% 3016
2026
Q1 		$233K Buy
12,192
+465
+4% +$8.89K ﹤0.01% 3009
2025
Q4 		$226K Buy
+11,727
New +$219K ﹤0.01% 3170

Other funds holding PLGO

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Pelagos Insurance Capital (PLGO) stake by 7.1% in Q3 2026, buying an estimated $25.5K and bringing the position to 15,489 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #3106.

Wealth Enhancement Advisory Services first reported a position in PLGO in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,489 shares of Pelagos Insurance Capital worth $379K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,032 Pelagos Insurance Capital shares in Q3 2026, an estimated $25.5K.
  • Pelagos Insurance Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3106 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pelagos Insurance Capital in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

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