Wealth Enhancement Advisory Services
TRN icon

Wealth Enhancement Advisory Services’s Trinity Industries TRN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TRN Stock Details TRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$405K Buy
11,341
+902
+9% +$30.5K ﹤0.01% 2900
2026
Q1 		$344K Sell
10,439
-76,902
-88% -$2.36M ﹤0.01% 2643
2025
Q4 		$2.55M Sell
87,341
-2,634
-3% -$71.6K ﹤0.01% 1379
2025
Q3 		$2.48M Buy
89,975
+813
+0.9% +$22.4K ﹤0.01% 1324
2025
Q2 		$2.59M Buy
89,162
+3,963
+5% +$102K ﹤0.01% 1228
2025
Q1 		$2.39M Buy
85,199
+78,341
+1,142% +$2.63M ﹤0.01% 1158
2024
Q4 		$241K Buy
+6,858
New +$248K ﹤0.01% 2561
2024
Q3 		– Sell
-8,842
Closed -$265K – 2914
2024
Q2 		$265K Buy
8,842
+417
+5% +$12.2K ﹤0.01% 2070
2024
Q1 		$235K Sell
8,425
-245
-3% -$6.31K ﹤0.01% 2087
2023
Q4 		$231K Buy
+8,670
New +$208K ﹤0.01% 2012
2016
Q3 		– Sell
-80,105
Closed -$1.07M – 177
2016
Q2 		$1.07M Buy
80,105
+13,407
+20% +$177K 0.19% 108
2016
Q1 		$865K Buy
66,698
+18,386
+38% +$258K 0.18% 113
2015
Q4 		$835K Buy
48,312
+9,871
+26% +$183K 0.21% 107
2015
Q3 		$747K Buy
38,441
+8,198
+27% +$156K 0.23% 105
2015
Q2 		$575K Buy
+30,243
New +$678K 0.18% 113

Other funds holding TRN

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $205M AUM 17.93% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return