Wealth Enhancement Trust Services
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Wealth Enhancement Trust Services’s Celldex Therapeutics CLDX Stock Holding History

Wealth Enhancement Trust Services’s Portfolio CLDX Stock Details CLDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-24
Closed -$893 – 932
2026
Q2 		$893 Buy
+24
New +$775 ﹤0.01% 1149

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Fisher Asset Management
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Dimensional Fund Advisors
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
American Century Companies
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Wealth Enhancement Trust Services sold out of Celldex Therapeutics (CLDX) in Q3 2026, closing a stake of 24 shares — an estimated $893 sold.

Wealth Enhancement Trust Services first reported a position in CLDX in Q2 2026 and held it in 1 quarter. The position peaked at $893 in Q2 2026. 133 funds tracked by Wall St. Rank hold CLDX as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Celldex Therapeutics position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 24 Celldex Therapeutics shares in Q3 2026, an estimated $893.
  • Wealth Enhancement Trust Services first reported a position in Celldex Therapeutics in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Celldex Therapeutics position peaked at $893 in Q2 2026.
  • 133 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q3 2026.

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