Wealth Enhancement Advisory Services
ZONE

Wealth Enhancement Advisory Services’s Zone Frontier Inc. ZONE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ZONE Stock Details ZONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-79,693
Closed -$27.1K – 3898
2025
Q4 		$27.1K Buy
+79,693
New +$66.7K ﹤0.01% 3564

Other funds holding ZONE

MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
MM
Mozayyx Management Austin, Texas $104M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Wealth Enhancement Advisory Services's ZONE Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Zone Frontier Inc. (ZONE) in Q1 2026, closing a stake of 79,693 shares — an estimated $27.1K sold.

Wealth Enhancement Advisory Services first reported a position in ZONE in Q4 2025 and held it in 1 quarter. The position peaked at $27.1K in Q4 2025. 43 funds tracked by Wall St. Rank hold ZONE as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Zone Frontier Inc. position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 79,693 Zone Frontier Inc. shares in Q1 2026, an estimated $27.1K.
  • Wealth Enhancement Advisory Services first reported a position in Zone Frontier Inc. in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Zone Frontier Inc. position peaked at $27.1K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Zone Frontier Inc. as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.