Wealth Enhancement Trust Services
EIX icon

Wealth Enhancement Trust Services’s Edison International EIX Stock Holding History

Wealth Enhancement Trust Services’s Portfolio EIX Stock Details EIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.57K Sell
85
-477
-85% -$32.3K ﹤0.01% 649
2026
Q2 		$41.8K Buy
+562
New +$40.1K ﹤0.01% 514

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Vanguard Capital Management
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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Edison International (EIX) stake by 85% in Q3 2026, selling an estimated $32.3K and leaving 85 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Wealth Enhancement Trust Services first reported a position in EIX in Q2 2026 and has held it in 2 quarters since. The position peaked at $41.8K in Q2 2026. 821 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • Wealth Enhancement Trust Services held 85 shares of Edison International worth $4.57K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 477 Edison International shares in Q3 2026, an estimated $32.3K.
  • Edison International made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #649 holding.
  • Wealth Enhancement Trust Services first reported a position in Edison International in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's Edison International position peaked at $41.8K in Q2 2026.
  • 821 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

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