Wealth Enhancement Trust Services, Inc.
Position in VRT — Vertiv Holdings Co
CIK 2067696
SIOUX FALLS, SD
Position in VRT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,015,615
+$1,966,252 QoQ
Shares Held
6,020
+2955.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#884
of 2,028 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $2,161,152 across 8 Electrical Equipment & Parts names. VRT ranks #1 (93.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
6,020 | $2,015,615 | |
| 2 | BE |
Bloom Energy Corp
|
204 | $61,750 | |
| 3 | AYI |
Acuity Inc. (De)
|
110 | $41,432 | |
| 4 | NVT |
nVent Electric plc
|
179 | $30,360 | |
| 5 | HAYW |
Hayward Holdings, Inc.
|
294 | $5,089 | |
| 6 | POWL |
Powell Industries Inc
|
9 | $2,577 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
6 | $2,237 | |
| 8 | HUBB |
Hubbell Inc
|
4 | $2,092 |
All Filings in VRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,015,615 | 6,020 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $49,363 | 197 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $30,295 | 187 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||