AWM
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Activest Wealth Management’s Advanced Energy AEIS Stock Holding History

Activest Wealth Management’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$290 – 1146
2025
Q4 		$154 Hold
1
– – ﹤0.01% 1044
2025
Q3 		$125 Buy
+1
New +$151 ﹤0.01% 1048

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Activest Wealth Management's AEIS Position: Q1 2026 in Review

Activest Wealth Management sold out of Advanced Energy (AEIS) in Q1 2026, closing a stake of 1 share — an estimated $290 sold.

Activest Wealth Management first reported a position in AEIS in Q3 2025 and held it in 2 quarters. The position peaked at $154 in Q4 2025. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Activest Wealth Management reported no remaining Advanced Energy position as of Q1 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1 Advanced Energy share in Q1 2026, an estimated $290.
  • Activest Wealth Management first reported a position in Advanced Energy in Q3 2025 and held it in 2 quarters.
  • Activest Wealth Management's Advanced Energy position peaked at $154 in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Activest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.