Wealth Enhancement Advisory Services
TRIN icon

Wealth Enhancement Advisory Services’s Trinity Capital Inc TRIN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TRIN Stock Details TRIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Sell
12,158
-857
-7% -$14.1K ﹤0.01% 3526
2026
Q1 		$195K Sell
13,015
-1,467
-10% -$22.7K ﹤0.01% 3143
2025
Q4 		$224K Sell
14,482
-2,089
-13% -$31.1K ﹤0.01% 3183
2025
Q3 		$244K Buy
16,571
+47
+0.3% +$728 ﹤0.01% 2956
2025
Q2 		$236K Buy
16,524
+3,046
+23% +$44K ﹤0.01% 2854
2025
Q1 		$204K Buy
13,478
+1,305
+11% +$20.3K ﹤0.01% 2631
2024
Q4 		$176K Buy
12,173
+1,000
+9% +$14.1K ﹤0.01% 2719
2024
Q3 		$152K Buy
11,173
+918
+9% +$13K ﹤0.01% 2494
2024
Q2 		$145K Buy
+10,255
New +$151K ﹤0.01% 2353

Other funds holding TRIN

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Trinity Capital Inc (TRIN) stake by 6.6% in Q2 2026, selling an estimated $14.1K and leaving 12,158 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #3526.

Wealth Enhancement Advisory Services first reported a position in TRIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $244K in Q3 2025. 171 funds tracked by Wall St. Rank hold TRIN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,158 shares of Trinity Capital Inc worth $214K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 857 Trinity Capital Inc shares in Q2 2026, an estimated $14.1K.
  • Trinity Capital Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3526 holding.
  • Wealth Enhancement Advisory Services first reported a position in Trinity Capital Inc in Q2 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Trinity Capital Inc position peaked at $244K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q2 2026.

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