Wealth Enhancement Advisory Services
ZONE

Wealth Enhancement Advisory Services’s CleanCore Solutions 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 $1.16B AUM 77.9% 1-Year Est. Return
MM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Wealth Enhancement Advisory Services sold out of CleanCore Solutions (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 CleanCore Solutions position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 79,693 CleanCore Solutions shares in Q1 2026, an estimated $27.1K.
  • Wealth Enhancement Advisory Services first reported a position in CleanCore Solutions in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's CleanCore Solutions position peaked at $27.1K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held CleanCore Solutions as of Q1 2026.

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