Wealth Enhancement Advisory Services’s Sigma Lithium SGML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-14,325
Closed -$108K 3782
2025
Q3
$108K Hold
14,325
﹤0.01% 3321
2025
Q2
$74.3K Sell
14,325
-60,100
-81% -$397K ﹤0.01% 3182
2025
Q1
$774K Buy
74,425
+30,075
+68% +$345K ﹤0.01% 1758
2024
Q4
$498K Buy
+44,350
New +$580K ﹤0.01% 1996

Other funds holding SGML

Wealth Enhancement Advisory Services's SGML Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of Sigma Lithium (SGML) in Q4 2025, closing a stake of 14,325 shares — an estimated $108K sold.

Wealth Enhancement Advisory Services first reported a position in SGML in Q4 2024 and held it in 4 quarters. The position peaked at $774K in Q1 2025. 102 funds tracked by Wall St. Rank hold SGML as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining Sigma Lithium position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 14,325 Sigma Lithium shares in Q4 2025, an estimated $108K.
  • Wealth Enhancement Advisory Services first reported a position in Sigma Lithium in Q4 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Sigma Lithium position peaked at $774K in Q1 2025.
  • 102 funds tracked by Wall St. Rank held Sigma Lithium as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.