Wealth Enhancement Advisory Services
TERN

Wealth Enhancement Advisory Services’s Terns Pharmaceuticals TERN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TERN Stock Details TERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,011
Closed -$211K – 4224
2026
Q1 		$211K Buy
+4,011
New +$165K ﹤0.01% 3090

Other funds holding TERN

MSU
Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's TERN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Terns Pharmaceuticals (TERN) in Q2 2026, closing a stake of 4,011 shares — an estimated $211K sold.

Wealth Enhancement Advisory Services first reported a position in TERN in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 2 funds tracked by Wall St. Rank hold TERN as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Terns Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,011 Terns Pharmaceuticals shares in Q2 2026, an estimated $211K.
  • Wealth Enhancement Advisory Services first reported a position in Terns Pharmaceuticals in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Terns Pharmaceuticals position peaked at $211K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.