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Wealth Enhancement Trust Services’s California Resources CRC Stock Holding History

Wealth Enhancement Trust Services’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$846 Hold
16
– – ﹤0.01% 1162
2026
Q1 		$1.11K Hold
16
– – ﹤0.01% 721
2025
Q4 		$715 Buy
+16
New +$759 ﹤0.01% 692

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its California Resources (CRC) position steady in Q2 2026 at 16 shares worth $846. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Wealth Enhancement Trust Services first reported a position in CRC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11K in Q1 2026. 226 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Wealth Enhancement Trust Services held 16 shares of California Resources worth $846 as of Q2 2026.
  • Wealth Enhancement Trust Services left its California Resources share count unchanged in Q2 2026.
  • California Resources made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1162 holding.
  • Wealth Enhancement Trust Services first reported a position in California Resources in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's California Resources position peaked at $1.11K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

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