Wealth Enhancement Advisory Services
RGP icon

Wealth Enhancement Advisory Services’s Resources Connection RGP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.4K Buy
+16,819
New +$70.7K ﹤0.01% 3843
2026
Q1 		– Sell
-12,311
Closed -$64.3K – 3822
2025
Q4 		$64.3K Buy
+12,311
New +$58.7K ﹤0.01% 3505
2025
Q3 		– Sell
-12,825
Closed -$77.3K – 3683
2025
Q2 		$77.3K Buy
12,825
+222
+2% +$1.21K ﹤0.01% 3177
2025
Q1 		$82.4K Buy
+12,603
New +$97.8K ﹤0.01% 2798

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MAM
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WN
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YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return