Wealth Enhancement Advisory Services
REI icon

Wealth Enhancement Advisory Services’s Ring Energy REI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$44.9K Sell
33,240
-5,368
-14% -$7.17K ﹤0.01% 4054
2026
Q2 		$43.6K Buy
+38,608
New +$53.8K ﹤0.01% 3940
2025
Q3 		– Sell
-33,729
Closed -$26.7K – 3681
2025
Q2 		$26.7K Sell
33,729
-48,830
-59% -$41.3K ﹤0.01% 3279
2025
Q1 		$94.9K Buy
+82,559
New +$108K ﹤0.01% 2769
2024
Q4 		– Sell
-11,171
Closed -$17.9K – 3087
2024
Q3 		$17.9K Buy
+11,171
New +$20K ﹤0.01% 2677

Other funds holding REI

FCMT
Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
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
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Ring Energy (REI) stake by 14% in Q3 2026, selling an estimated $7.17K and leaving 33,240 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4054.

Wealth Enhancement Advisory Services first reported a position in REI in Q3 2024 and has held it in 5 quarters since. The position peaked at $94.9K in Q1 2025. 9 funds tracked by Wall St. Rank hold REI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 33,240 shares of Ring Energy worth $44.9K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 5,368 Ring Energy shares in Q3 2026, an estimated $7.17K.
  • Ring Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4054 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ring Energy in Q3 2024 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Ring Energy position peaked at $94.9K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Ring Energy as of Q3 2026.

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