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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → EG
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC EG Position History
Everest Group, Ltd. • Financial Services
Quarters held
5
Latest value
$21.9M
Q3 2026
Peak value
$21.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.7M |
| Q4 2025 | $4.1M |
| Q1 2026 | $4M |
| Q2 2026 | $5.6M |
| Q3 2026 | $21.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.9M | 62.3K | — | — |
| Q2 2026 | $5.6M | 17.4K | — | — |
| Q1 2026 | $4M | 14.5K | — | — |
| Q4 2025 | $4.1M | 12.4K | — | — |
| Q3 2025 | $7.7M | 21.1K | — | — |
Other funds holding EG
$1.8B
$1.8B
$1.7B
$769.2M
$750.9M
$736.1M
$704M