Wealth Enhancement Advisory Services
TRTX icon

Wealth Enhancement Advisory Services’s TPG RE Finance Trust TRTX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TRTX Stock Details TRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$112K Buy
+18,822
New +$148K ﹤0.01% 3917

Other funds holding TRTX

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in TPG RE Finance Trust (TRTX) in Q3 2026: 18,822 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #3917 among its holdings.

6 funds tracked by Wall St. Rank hold TRTX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 18,822 shares of TPG RE Finance Trust worth $112K as of Q3 2026.
  • TPG RE Finance Trust was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • TPG RE Finance Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3917 holding.
  • 6 funds tracked by Wall St. Rank held TPG RE Finance Trust as of Q3 2026.

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