Wealth Enhancement Trust Services’s Orion OEC Stock Holding History

Wealth Enhancement Trust Services’s Portfolio OEC Stock Details OEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17K	Buy	+177	New	+$1.27K	﹤0.01%	1093

Other funds holding OEC

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Orion (OEC) in Q2 2026: 177 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings.

111 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

Wealth Enhancement Trust Services held 177 shares of Orion worth $1.17K as of Q2 2026.
Orion was a new Wealth Enhancement Trust Services position in Q2 2026.
Orion made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1093 holding.
111 funds tracked by Wall St. Rank held Orion as of Q2 2026.

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