Wealth Enhancement Advisory Services’s Peloton Interactive PTON Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PTON Stock Details PTON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$537K	Sell	109,217 -22,049	-17%	-$123K	﹤0.01%	2741
2026 Q2	$769K	Buy	131,266 +43,904	+50%	+$237K	﹤0.01%	2293
2026 Q1	$400K	Buy	87,362 +56,729	+185%	+$277K	﹤0.01%	2509
2025 Q4	$202K	Sell	30,633 -214	-0.7%	-$1.51K	﹤0.01%	3263
2025 Q3	$225K	Sell	30,847 -7,073	-19%	-$52.6K	﹤0.01%	3020
2025 Q2	$252K	Sell	37,920 -22,556	-37%	-$147K	﹤0.01%	2788
2025 Q1	$382K	Buy	60,476 +48,023	+386%	+$377K	﹤0.01%	2242
2024 Q4	$108K	Buy	+12,453	New	+$97K	﹤0.01%	2800

Other funds holding PTON

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bastion Asset Management Montreal, Canada $229M AUM 5.92% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Peloton Interactive (PTON) stake by 17% in Q3 2026, selling an estimated $123K and leaving 109,217 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

Wealth Enhancement Advisory Services first reported a position in PTON in Q4 2024 and has held it in 8 quarters since. The position peaked at $769K in Q2 2026. 155 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

Wealth Enhancement Advisory Services held 109,217 shares of Peloton Interactive worth $537K as of Q3 2026.
Wealth Enhancement Advisory Services sold 22,049 Peloton Interactive shares in Q3 2026, an estimated $123K.
Peloton Interactive made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2741 holding.
Wealth Enhancement Advisory Services first reported a position in Peloton Interactive in Q4 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Peloton Interactive position peaked at $769K in Q2 2026.
155 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

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