WETS
B

Wealth Enhancement Trust Services’s Barrick Mining B Stock Holding History

Wealth Enhancement Trust Services’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Hold
6,112
– – 0.02% 277
2026
Q1 		$249K Buy
6,112
+538
+10% +$24.8K 0.03% 257
2025
Q4 		$243K Buy
+5,574
New +$209K 0.03% 249

Other funds holding B

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Barrick Mining (B) position steady in Q2 2026 at 6,112 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #277.

Wealth Enhancement Trust Services first reported a position in B in Q4 2025 and has held it in 3 quarters since. The position peaked at $249K in Q1 2026. 709 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Wealth Enhancement Trust Services held 6,112 shares of Barrick Mining worth $224K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Barrick Mining share count unchanged in Q2 2026.
  • Barrick Mining made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #277 holding.
  • Wealth Enhancement Trust Services first reported a position in Barrick Mining in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Barrick Mining position peaked at $249K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

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