Wealth Enhancement Advisory Services
RUN icon

Wealth Enhancement Advisory Services’s Sunrun RUN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RUN Stock Details RUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$408K Buy
+53,796
New +$532K ﹤0.01% 3030
2026
Q1 		– Sell
-11,448
Closed -$209K – 3827
2025
Q4 		$209K Buy
+11,448
New +$219K ﹤0.01% 3241

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BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 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
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Sunrun (RUN) in Q3 2026: 53,796 shares worth $408K. The stake represents ﹤0.01% of the portfolio and ranks #3030 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in RUN as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in RUN in Q4 2025 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold RUN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 53,796 shares of Sunrun worth $408K as of Q3 2026.
  • Sunrun was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Sunrun made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3030 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sunrun in Q4 2025 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Sunrun as of Q3 2026.

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