Wealth Enhancement Advisory Services
TGB

Wealth Enhancement Advisory Services’s Trekor Metals TGB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TGB Stock Details TGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,850
Closed -$85.5K – 4225
2026
Q1 		$85.5K Sell
12,850
-2,000
-13% -$14.5K ﹤0.01% 3346
2025
Q4 		$92.1K Buy
14,850
+3,000
+25% +$14.1K ﹤0.01% 3448
2025
Q3 		$49.3K Buy
+11,850
New +$40.3K ﹤0.01% 3433

Other funds holding TGB

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $225M AUM
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $129M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Trekor Metals (TGB) in Q2 2026, closing a stake of 12,850 shares — an estimated $85.5K sold.

Wealth Enhancement Advisory Services first reported a position in TGB in Q3 2025 and held it in 3 quarters. The position peaked at $92.1K in Q4 2025. 20 funds tracked by Wall St. Rank hold TGB as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Trekor Metals position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,850 Trekor Metals shares in Q2 2026, an estimated $85.5K.
  • Wealth Enhancement Advisory Services first reported a position in Trekor Metals in Q3 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Trekor Metals position peaked at $92.1K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Trekor Metals as of Q2 2026.

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