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Balance Wealth’s Aspen Aerogels ASPN Stock Holding History

Balance Wealth’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,297
Closed -$29.1K – 150
2025
Q4 		$29.1K Buy
+10,297
New +$53.1K 0.01% 143

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Balance Wealth's ASPN Position: Q1 2026 in Review

Balance Wealth sold out of Aspen Aerogels (ASPN) in Q1 2026, closing a stake of 10,297 shares — an estimated $29.1K sold.

Balance Wealth first reported a position in ASPN in Q4 2025 and held it in 1 quarter. The position peaked at $29.1K in Q4 2025. 166 funds tracked by Wall St. Rank hold ASPN as of Q1 2026.

  • Balance Wealth reported no remaining Aspen Aerogels position as of Q1 2026 after selling out during the quarter.
  • Balance Wealth sold 10,297 Aspen Aerogels shares in Q1 2026, an estimated $29.1K.
  • Balance Wealth first reported a position in Aspen Aerogels in Q4 2025 and held it in 1 quarter.
  • Balance Wealth's Aspen Aerogels position peaked at $29.1K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held Aspen Aerogels as of Q1 2026.

Based on Balance Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.