WETS
KG

Wealth Enhancement Trust Services’s Kestrel Group KG Stock Holding History

Wealth Enhancement Trust Services’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18 Buy
+2
New +$22 ﹤0.01% 1505

Other funds holding KG

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Kestrel Group (KG) in Q2 2026: 2 shares worth $18. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings.

5 funds tracked by Wall St. Rank hold KG as of Q2 2026.

  • Wealth Enhancement Trust Services held 2 shares of Kestrel Group worth $18 as of Q2 2026.
  • Kestrel Group was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Kestrel Group made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1505 holding.
  • 5 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2026.

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