Wealth Enhancement Advisory Services
SSRM icon

Wealth Enhancement Advisory Services’s SSR Mining SSRM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SSRM Stock Details SSRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$433K Buy
12,877
+1,780
+16% +$57.6K ﹤0.01% 2979
2026
Q2 		$317K Buy
11,097
+573
+5% +$17.5K ﹤0.01% 3153
2026
Q1 		$332K Sell
10,524
-1,458
-12% -$38.7K ﹤0.01% 2676
2025
Q4 		$270K Sell
11,982
-954
-7% -$21.2K ﹤0.01% 3008
2025
Q3 		$301K Sell
12,936
-20,818
-62% -$352K ﹤0.01% 2791
2025
Q2 		$445K Buy
33,754
+4,960
+17% +$55.9K ﹤0.01% 2313
2025
Q1 		$289K Buy
28,794
+1,089
+4% +$10K ﹤0.01% 2475
2024
Q4 		$193K Buy
27,705
+450
+2% +$2.8K ﹤0.01% 2697
2024
Q3 		$155K Sell
27,255
-65
-0.2% -$341 ﹤0.01% 2489
2024
Q2 		$123K Sell
27,320
-4,549
-14% -$23.3K ﹤0.01% 2378
2024
Q1 		$142K Buy
31,869
+6,201
+24% +$43.2K ﹤0.01% 2255
2023
Q4 		$276K Sell
25,668
-19,864
-44% -$241K ﹤0.01% 1879
2023
Q3 		$605K Buy
+45,532
New +$660K ﹤0.01% 1328

Other funds holding SSRM

U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return
Pavaki Capital Management
Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $54.5M AUM 21.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its SSR Mining (SSRM) stake by 16% in Q3 2026, buying an estimated $57.6K and bringing the position to 12,877 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Wealth Enhancement Advisory Services first reported a position in SSRM in Q3 2023 and has held it in 13 quarters since. The position peaked at $605K in Q3 2023. 71 funds tracked by Wall St. Rank hold SSRM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 12,877 shares of SSR Mining worth $433K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,780 SSR Mining shares in Q3 2026, an estimated $57.6K.
  • SSR Mining made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2979 holding.
  • Wealth Enhancement Advisory Services first reported a position in SSR Mining in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's SSR Mining position peaked at $605K in Q3 2023.
  • 71 funds tracked by Wall St. Rank held SSR Mining as of Q3 2026.

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