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G2 Investment Partners Management’s Advanced Energy AEIS Stock Holding History

G2 Investment Partners 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
Q2 		$19.8M Sell
53,000
-5,428
-9% -$1.9M 3.6% 5
2026
Q1 		$18.9M Sell
58,428
-24,331
-29% -$7.05M 4.64% 3
2025
Q4 		$17.3M Buy
82,759
+26,715
+48% +$5.44M 4.12% 3
2025
Q3 		$9.54M Buy
+56,044
New +$8.44M 1.93% 20
2020
Q1 		– Sell
-64,364
Closed -$4.58M – 81
2019
Q4 		$4.58M Buy
+64,364
New +$4M 1.48% 26
2018
Q1 		– Sell
-12,346
Closed -$833K – 75
2017
Q4 		$833K Sell
12,346
-45,990
-79% -$3.7M 0.32% 50
2017
Q3 		$4.71M Buy
58,336
+7,300
+14% +$529K 1.87% 20
2017
Q2 		$3.3M Sell
51,036
-39,288
-43% -$2.87M 1.47% 24
2017
Q1 		$6.19M Buy
+90,324
New +$5.58M 2.44% 16

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

G2 Investment Partners Management's AEIS Position: Q2 2026 in Review

G2 Investment Partners Management reduced its Advanced Energy (AEIS) stake by 9.3% in Q2 2026, selling an estimated $1.9M and leaving 53,000 shares worth $19.8M. The position accounts for 3.6% of the portfolio, ranked #5.

G2 Investment Partners Management first reported a position in AEIS in Q1 2017 and has held it in 9 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • G2 Investment Partners Management held 53,000 shares of Advanced Energy worth $19.8M as of Q2 2026.
  • G2 Investment Partners Management sold 5,428 Advanced Energy shares in Q2 2026, an estimated $1.9M.
  • Advanced Energy made up 3.6% of G2 Investment Partners Management's portfolio in Q2 2026, its #5 holding.
  • G2 Investment Partners Management first reported a position in Advanced Energy in Q1 2017 and has held it in 9 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on G2 Investment Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.