Wealth Enhancement Trust Services, Inc.
Position in FTNT — Fortinet, Inc.
CIK 2067696
SIOUX FALLS, SD
Position in FTNT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,865,868
+$881,388 QoQ
Shares Held
12,146
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#651
of 1,557 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $32,044,852 across 38 Software - Infrastructure names. FTNT ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,131 | $21,311,005 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,868 | $5,411,304 | |
| 3 | FTNT |
Fortinet, Inc.
This page
|
12,146 | $1,865,868 | |
| 4 | VRSN |
Verisign Inc/Ca
|
5,197 | $1,307,356 | |
| 5 | ORCL |
Oracle Corp
|
6,687 | $979,978 | |
| 6 | TOST |
Toast, Inc.
|
22,615 | $629,149 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
950 | $124,858 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
732 | $85,401 |
All Filings in FTNT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,865,868 | 12,146 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $984,480 | 12,047 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $833,566 | 10,497 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||