Avidian Wealth Enterprises’s AerCap AER Stock Holding History

Avidian Wealth Enterprises’s Portfolio AER Stock Details AER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$313K	Buy	+2,179	New	+$322K	0.01%	598

Other funds holding AER

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Vann Equity Management Plano, Texas $168M AUM

Avidian Wealth Enterprises's AER Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in AerCap (AER) in Q3 2026: 2,179 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #598 among its holdings.

26 funds tracked by Wall St. Rank hold AER as of Q3 2026.

Avidian Wealth Enterprises held 2,179 shares of AerCap worth $313K as of Q3 2026.
AerCap was a new Avidian Wealth Enterprises position in Q3 2026.
AerCap made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #598 holding.
26 funds tracked by Wall St. Rank held AerCap as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.