Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s York Water YORW Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio YORW Stock Details YORW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$432K	Buy	14,117 +5,270	+60%	+$158K	﹤0.01%	2830
2026 Q1	$277K	Sell	8,847 -87	-1%	-$2.81K	﹤0.01%	2854
2025 Q4	$283K	Buy	8,934 +1,602	+22%	+$51.3K	﹤0.01%	2975
2025 Q3	$223K	Buy	+7,332	New	+$227K	﹤0.01%	3034

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GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return