Wealth Enhancement Trust Services
AMG icon

Wealth Enhancement Trust Services’s Affiliated Managers Group AMG Stock Holding History

Wealth Enhancement Trust Services’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$366 Hold
1
– – ﹤0.01% 752
2026
Q2 		$338 Hold
1
– – ﹤0.01% 1291
2026
Q1 		$277 Hold
1
– – ﹤0.01% 761
2025
Q4 		$288 Buy
+1
New +$258 ﹤0.01% 710

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Fuller & Thaler Asset Management
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Geode Capital Management
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Wealth Enhancement Trust Services's AMG Position: Q3 2026 in Review

Wealth Enhancement Trust Services held its Affiliated Managers Group (AMG) position steady in Q3 2026 at 1 share worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Wealth Enhancement Trust Services first reported a position in AMG in Q4 2025 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Wealth Enhancement Trust Services held 1 share of Affiliated Managers Group worth $366 as of Q3 2026.
  • Wealth Enhancement Trust Services left its Affiliated Managers Group share count unchanged in Q3 2026.
  • Affiliated Managers Group made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #752 holding.
  • Wealth Enhancement Trust Services first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 4 quarters since.
  • 471 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.