Back to WEN
HB Wealth Management, LLC → WEN
HB Wealth Management, LLC WEN Position History
The Wendy's Company
Quarters held
4
Latest value
$94K
Q3 2026
Peak value
$249K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $249K |
| Q1 2026 | $202K |
| Q2 2026 | $130K |
| Q3 2026 | $94K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $94K | 14.7K | — | — |
| Q2 2026 | $130K | 15.7K | — | — |
| Q1 2026 | $202K | 29.1K | — | — |
| Q4 2025 | $249K | 29.8K | — | — |
Other funds holding WEN
$450.9M
$363.9M
$316.8M
$310.6M
$302.4M
$300.4M
$292.5M
$272.8M