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Wealth Enhancement Trust Services’s Concentrix CNXC Stock Holding History

Wealth Enhancement Trust Services’s Portfolio CNXC Stock Details CNXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45K Buy
2,008
+725
+57% +$18.9K 0.01% 501
2026
Q1 		$35.1K Buy
1,283
+200
+18% +$7.1K ﹤0.01% 497
2025
Q4 		$45K Buy
+1,083
New +$43.9K 0.01% 449

Other funds holding CNXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Concentrix (CNXC) stake by 57% in Q2 2026, buying an estimated $18.9K and bringing the position to 2,008 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #501.

Wealth Enhancement Trust Services first reported a position in CNXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $45K in Q4 2025. 186 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,008 shares of Concentrix worth $45K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 725 Concentrix shares in Q2 2026, an estimated $18.9K.
  • Concentrix made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #501 holding.
  • Wealth Enhancement Trust Services first reported a position in Concentrix in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Concentrix position peaked at $45K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

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