Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Stoneridge SRI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,000
Closed -$104K – 3696
2025
Q2 		$104K Buy
+13,000
New +$63.7K ﹤0.01% 3133

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Wealth Enhancement Advisory Services's SRI Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Stoneridge (SRI) in Q3 2025, closing a stake of 13,000 shares — an estimated $104K sold.

Wealth Enhancement Advisory Services first reported a position in SRI in Q2 2025 and held it in 1 quarter. The position peaked at $104K in Q2 2025. 116 funds tracked by Wall St. Rank hold SRI as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Stoneridge position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,000 Stoneridge shares in Q3 2025, an estimated $104K.
  • Wealth Enhancement Advisory Services first reported a position in Stoneridge in Q2 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Stoneridge position peaked at $104K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held Stoneridge as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.