GI
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GAMMA Investing’s Advanced Energy AEIS Stock Holding History

GAMMA Investing’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
Q3 		$839K Buy
2,978
+209
+8% +$61.2K 0.03% 488
2026
Q2 		$1.03M Buy
2,769
+162
+6% +$56.7K 0.04% 392
2026
Q1 		$841K Buy
2,607
+15
+0.6% +$4.35K 0.04% 397
2025
Q4 		$543K Buy
2,592
+327
+14% +$66.5K 0.03% 509
2025
Q3 		$385K Buy
2,265
+275
+14% +$41.4K 0.02% 601
2025
Q2 		$264K Sell
1,990
-42
-2% -$4.63K 0.02% 740
2025
Q1 		$194K Buy
2,032
+801
+65% +$91.5K 0.01% 780
2024
Q4 		$142K Buy
1,231
+285
+30% +$32K 0.01% 879
2024
Q3 		$99.6K Buy
946
+320
+51% +$33.6K 0.01% 1015
2024
Q2 		$68.1K Buy
626
+383
+158% +$39.2K 0.01% 990
2024
Q1 		$24.8K Buy
243
+36
+17% +$3.67K 0.01% 1493
2023
Q4 		$21.5K Buy
+207
New +$20.1K 0.01% 1451

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GAMMA Investing's AEIS Position: Q3 2026 in Review

GAMMA Investing increased its Advanced Energy (AEIS) stake by 7.5% in Q3 2026, buying an estimated $61.2K and bringing the position to 2,978 shares worth $839K. The position accounts for 0.03% of the portfolio, ranked #488.

GAMMA Investing first reported a position in AEIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2026. 25 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • GAMMA Investing held 2,978 shares of Advanced Energy worth $839K as of Q3 2026.
  • GAMMA Investing bought 209 Advanced Energy shares in Q3 2026, an estimated $61.2K.
  • Advanced Energy made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #488 holding.
  • GAMMA Investing first reported a position in Advanced Energy in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Advanced Energy position peaked at $1.03M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.