Wealth Enhancement Advisory Services
RBRK icon

Wealth Enhancement Advisory Services’s Rubrik RBRK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RBRK Stock Details RBRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.92M Buy
117,902
+104,830
+802% +$6.59M 0.02% 726
2026
Q1 		$672K Sell
13,072
-12,242
-48% -$703K ﹤0.01% 2099
2025
Q4 		$1.9M Sell
25,314
-345
-1% -$26.5K ﹤0.01% 1544
2025
Q3 		$2.04M Buy
25,659
+7,391
+40% +$635K ﹤0.01% 1425
2025
Q2 		$1.63M Buy
+18,268
New +$1.44M ﹤0.01% 1468
2025
Q1 		– Sell
-8,538
Closed -$558K – 3192
2024
Q4 		$558K Buy
8,538
+158
+2% +$7.8K ﹤0.01% 1915
2024
Q3 		$269K Buy
8,380
+1,322
+19% +$43.8K ﹤0.01% 2253
2024
Q2 		$216K Buy
+7,058
New +$232K ﹤0.01% 2231

Other funds holding RBRK

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return