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Wealth Enhancement Trust Services’s Zevia ZVIA Stock Holding History

Wealth Enhancement Trust Services’s Portfolio ZVIA Stock Details ZVIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60 Buy
+37
New +$50 ﹤0.01% 1448

Other funds holding ZVIA

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BPWM
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BJL
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GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Zevia (ZVIA) in Q2 2026: 37 shares worth $60. The stake represents ﹤0.01% of the portfolio and ranks #1448 among its holdings.

48 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • Wealth Enhancement Trust Services held 37 shares of Zevia worth $60 as of Q2 2026.
  • Zevia was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Zevia made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1448 holding.
  • 48 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

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