Wealth Enhancement Trust Services, Inc.
Position in PHR — Phreesia, Inc.
CIK 2067696
SIOUX FALLS, SD
Position in PHR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,913
New position
Shares Held
186
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 224 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Health Information Services
Healthcare · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $153,574 across 12 Health Information Services names. PHR ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
760 | $134,877 | |
| 2 | HQY |
Healthequity, Inc.
|
69 | $6,232 | |
| 3 | TEM |
Tempus AI, Inc.
|
83 | $4,808 | |
| 4 | SDGR |
Schrodinger, Inc.
|
170 | $2,762 | |
| 5 | PHR |
Phreesia, Inc.
This page
|
186 | $1,913 | |
| 6 | CERT |
Certara, Inc.
|
228 | $1,493 | |
| 7 | CTEV |
Claritev Corp
|
30 | $1,023 | |
| 8 | OPRX |
OptimizeRx Corp
|
59 | $337 |
All Filings in PHR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,913 | 186 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||