WETS
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Wealth Enhancement Trust Services’s Citigroup C Stock Holding History

Wealth Enhancement Trust Services’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$528K Sell
3,770
-418
-10% -$54.4K 0.06% 205
2026
Q1 		$475K Buy
4,188
+1,782
+74% +$203K 0.06% 203
2025
Q4 		$281K Buy
+2,406
New +$250K 0.04% 235

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Citigroup (C) stake by 10% in Q2 2026, selling an estimated $54.4K and leaving 3,770 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #205.

Wealth Enhancement Trust Services first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,059 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,770 shares of Citigroup worth $528K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 418 Citigroup shares in Q2 2026, an estimated $54.4K.
  • Citigroup made up 0.06% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #205 holding.
  • Wealth Enhancement Trust Services first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,059 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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