WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VREX VAREX IMAGING CORP

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  5 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported VAREX IMAGING CORP (VREX) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows VREX at 0.00% 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.

What this VREX 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 VAREX IMAGING CORP, 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

VREX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2025 Q1 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 VREX — position size vs. price
% of Fund (quarterly)    VREX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 17,439 +1,428 +8.9% 0.00% $183K 2026-04-08 $11.04
2025 Q4 ADDED 16,011 +2,952 +22.6% 0.00% $203K 2026-01-08 $13.24
2025 Q3 REDUCED 13,059 -45 -0.3% 0.00% $151K 2025-10-29 $12.02
2025 Q2 ADDED 13,104 +2,659 +25.5% 0.00% $115K 2025-07-10 $8.54
2025 Q1 INITIATED 10,445 0.00% $121K 2025-04-16 $7.16

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and VREX

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 VREX?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported VREX across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for VREX was 0.00% in 2026 Q1.

What is the latest reported VREX position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 17,439 shares, equal to 0.00% of portfolio, with an estimated market value of $183K.

What does the chart on this VREX ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly VREX 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 VREX position?

Based on 13F filing dates vs. subsequent VREX price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on VREX relative to SPY over the holding period was +19.0%.

← Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Holdings