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Wealth Enhancement Trust Services’s BGC Group BGC Stock Holding History

Wealth Enhancement Trust Services’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,000
Closed -$179K – 784
2025
Q4 		$179K Buy
+20,000
New +$180K 0.02% 270

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State Street
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Nuveen
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealth Enhancement Trust Services's BGC Position: Q1 2026 in Review

Wealth Enhancement Trust Services sold out of BGC Group (BGC) in Q1 2026, closing a stake of 20,000 shares — an estimated $179K sold.

Wealth Enhancement Trust Services first reported a position in BGC in Q4 2025 and held it in 1 quarter. The position peaked at $179K in Q4 2025. 358 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Wealth Enhancement Trust Services reported no remaining BGC Group position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 20,000 BGC Group shares in Q1 2026, an estimated $179K.
  • Wealth Enhancement Trust Services first reported a position in BGC Group in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's BGC Group position peaked at $179K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

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