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Wealth Enhancement Trust Services’s Pultegroup PHM Stock Holding History

Wealth Enhancement Trust Services’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$225K Sell
1,637
-1
-0.1% -$121 0.03% 276
2026
Q1 		$193K Buy
1,638
+1,634
+40,850% +$209K 0.02% 283
2025
Q4 		$469 Buy
+4
New +$491 ﹤0.01% 703

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GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Pultegroup (PHM) stake by 0.06% in Q2 2026, selling an estimated $121 and leaving 1,637 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #276.

Wealth Enhancement Trust Services first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 750 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,637 shares of Pultegroup worth $225K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 1 Pultegroup share in Q2 2026, an estimated $121.
  • Pultegroup made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #276 holding.
  • Wealth Enhancement Trust Services first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 750 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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