Back to PEO
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PEO
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PEO Position History
Adams Natural Resources Fund, Inc. • Energy
Quarters held
5
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.7M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 61.3K | — | — |
| Q2 2026 | $1.6M | 61.9K | — | — |
| Q1 2026 | $1.7M | 65.6K | — | — |
| Q4 2025 | $1.3M | 60.6K | — | — |
| Q3 2025 | $1.3M | 60.0K | — | — |