Wealth Enhancement Advisory Services
TMCI icon

Wealth Enhancement Advisory Services’s Treace Medical Concepts TMCI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-22,502
Closed -$97.2K – 4434
2026
Q2 		$97.2K Buy
+22,502
New +$61.9K ﹤0.01% 3799
2026
Q1 		– Sell
-242,411
Closed -$708K – 3861
2025
Q4 		$708K Sell
242,411
-6,921
-3% -$30.1K ﹤0.01% 2207
2025
Q3 		$1.5M Buy
249,332
+163
+0.1% +$1.06K ﹤0.01% 1620
2025
Q2 		$1.54M Buy
249,169
+4,369
+2% +$28.5K ﹤0.01% 1496
2025
Q1 		$2.05M Buy
244,800
+2,645
+1% +$23.8K ﹤0.01% 1235
2024
Q4 		$1.8M Buy
242,155
+1,056
+0.4% +$7.07K ﹤0.01% 1231
2024
Q3 		$1.4M Sell
241,099
-58
-0% -$373 ﹤0.01% 1230
2024
Q2 		$1.6M Buy
241,157
+95
+0% +$767 ﹤0.01% 1084
2024
Q1 		$3.15M Sell
241,062
-9,000
-4% -$120K 0.01% 799
2023
Q4 		$3.19M Buy
250,062
+36
+0% +$364 0.01% 746
2023
Q3 		$3.28M Buy
+250,026
New +$4.58M 0.01% 683

Other funds holding TMCI

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Treace Medical Concepts (TMCI) in Q3 2026, closing a stake of 22,502 shares — an estimated $97.2K sold.

Wealth Enhancement Advisory Services first reported a position in TMCI in Q3 2023 and held it in 11 quarters. The position peaked at $3.28M in Q3 2023. 4 funds tracked by Wall St. Rank hold TMCI as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Treace Medical Concepts position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 22,502 Treace Medical Concepts shares in Q3 2026, an estimated $97.2K.
  • Wealth Enhancement Advisory Services first reported a position in Treace Medical Concepts in Q3 2023 and held it in 11 quarters.
  • Wealth Enhancement Advisory Services's Treace Medical Concepts position peaked at $3.28M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q3 2026.

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