Back to NCNO
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → NCNO
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC NCNO Position History
nCino, Inc. • Technology
Quarters held
4
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $221K |
| Q1 2026 | $539K |
| Q2 2026 | $1.8M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 116.9K | — | — |
| Q2 2026 | $1.8M | 125.1K | — | — |
| Q1 2026 | $539K | 31.5K | — | — |
| Q4 2025 | $221K | 9.0K | — | — |