Wealth Enhancement Advisory Services
SGRY icon

Wealth Enhancement Advisory Services’s Surgery Partners SGRY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$169K Buy
+12,395
New +$186K ﹤0.01% 3805

Other funds holding SGRY

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 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 SGRY Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Surgery Partners (SGRY) in Q3 2026: 12,395 shares worth $169K. The stake represents ﹤0.01% of the portfolio and ranks #3805 among its holdings.

7 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • Wealth Enhancement Advisory Services held 12,395 shares of Surgery Partners worth $169K as of Q3 2026.
  • Surgery Partners was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Surgery Partners made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3805 holding.
  • 7 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

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