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Wealth Enhancement Trust Services’s Alamos Gold AGI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio AGI Stock Details AGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.3K Hold
1,000
– – ﹤0.01% 566
2026
Q1 		$44.4K Hold
1,000
– – 0.01% 474
2025
Q4 		$38.6K Buy
+1,000
New +$34.8K ﹤0.01% 463

Other funds holding AGI

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Trust Services's AGI Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Alamos Gold (AGI) position steady in Q2 2026 at 1,000 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Wealth Enhancement Trust Services first reported a position in AGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.4K in Q1 2026. 327 funds tracked by Wall St. Rank hold AGI as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,000 shares of Alamos Gold worth $30.3K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Alamos Gold share count unchanged in Q2 2026.
  • Alamos Gold made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #566 holding.
  • Wealth Enhancement Trust Services first reported a position in Alamos Gold in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Alamos Gold position peaked at $44.4K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.