Wealth Enhancement Trust Services
CERT icon

Wealth Enhancement Trust Services’s Certara CERT Stock Holding History

Wealth Enhancement Trust Services’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-228
Closed -$1.49K – 921
2026
Q2 		$1.49K Buy
+228
New +$1.28K ﹤0.01% 1045

Other funds holding CERT

Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Kopion Asset Management
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Wealth Enhancement Trust Services's CERT Position: Q3 2026 in Review

Wealth Enhancement Trust Services sold out of Certara (CERT) in Q3 2026, closing a stake of 228 shares — an estimated $1.49K sold.

Wealth Enhancement Trust Services first reported a position in CERT in Q2 2026 and held it in 1 quarter. The position peaked at $1.49K in Q2 2026. 164 funds tracked by Wall St. Rank hold CERT as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Certara position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 228 Certara shares in Q3 2026, an estimated $1.49K.
  • Wealth Enhancement Trust Services first reported a position in Certara in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Certara position peaked at $1.49K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held Certara as of Q3 2026.

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