WEALTH ENHANCEMENT ADVISORY SERVICES, LLC GNMA ISHARES TR

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  7 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported ISHARES TR (GNMA) in 7 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows GNMA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GNMA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GNMA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held GNMA — position size vs. price
% of Fund (quarterly)    GNMA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 56,262 +4,745 +9.2% 0.01% $2.5M 2026-04-08 $44.32
2025 Q4 REDUCED 13.9% +0.2% 51,517 -8,327 -13.9% 0.00% $2.3M 2026-01-08 $43.85
2025 Q3 ADDED 59,844 +2,923 +5.1% 0.00% $2.7M 2025-10-29 $43.71
2025 Q2 ADDED 56,921 +3,734 +7.0% 0.00% $2.5M 2025-07-10 $42.10
2025 Q1 ADDED 53,187 +35,911 +207.9% 0.00% $2.3M 2025-04-16 $41.54
2023 Q4 ADDED 17,276 +11,451 +196.6% 0.00% $764K 2024-01-30 $39.79
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and GNMA

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning GNMA?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported GNMA across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GNMA position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for GNMA was 0.01% in 2026 Q1.

What is the latest reported GNMA position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 56,262 shares, equal to 0.01% of portfolio, with an estimated market value of $2.5M.

What does the chart on this GNMA ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly GNMA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their GNMA position?

Based on 13F filing dates vs. subsequent GNMA price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on GNMA relative to SPY over the holding period was -19.2%.

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