Financial Plan Inc’s Aemetis AMTX Stock Holding History

Financial Plan Inc’s Portfolio AMTX Stock Details AMTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-16,000	Closed	-$22.2K	–	95
2025 Q4	$22.2K	Buy	+16,000	New	+$32.2K	﹤0.01%	90

Other funds holding AMTX

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Plan Inc's AMTX Position: Q1 2026 in Review

Financial Plan Inc sold out of Aemetis (AMTX) in Q1 2026, closing a stake of 16,000 shares — an estimated $22.2K sold.

Financial Plan Inc first reported a position in AMTX in Q4 2025 and held it in 1 quarter. The position peaked at $22.2K in Q4 2025. 78 funds tracked by Wall St. Rank hold AMTX as of Q1 2026.

Financial Plan Inc reported no remaining Aemetis position as of Q1 2026 after selling out during the quarter.
Financial Plan Inc sold 16,000 Aemetis shares in Q1 2026, an estimated $22.2K.
Financial Plan Inc first reported a position in Aemetis in Q4 2025 and held it in 1 quarter.
Financial Plan Inc's Aemetis position peaked at $22.2K in Q4 2025.
78 funds tracked by Wall St. Rank held Aemetis as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.