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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → GWRE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC GWRE Position History
Guidewire Software, Inc. • Technology
Quarters held
8
Latest value
$12K
Q3 2026
Peak value
$11.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.7M |
| Q4 2025 | $10.5M |
| Q1 2026 | $6.8M |
| Q1 2026 | $16K |
| Q2 2026 | $6.2M |
| Q2 2026 | $15K |
| Q3 2026 | $6.3M |
| Q3 2026 | $12K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12K | 12.0K | — | — |
| Q3 2026 | $6.3M | 38.2K | — | — |
| Q2 2026 | $15K | 15.0K | — | — |
| Q2 2026 | $6.2M | 45.3K | — | — |
| Q1 2026 | $16K | 16.0K | — | — |
| Q1 2026 | $6.8M | 44.9K | — | — |
| Q4 2025 | $10.5M | 56.0K | — | — |
| Q3 2025 | $11.7M | 51.7K | — | — |
Other funds holding GWRE
$1.1B
$986.7M
$437.5M
$392M
$374.6M
$367.8M
$330M
$330M