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Gen-Wealth Partners’s AES AES Stock Holding History

Gen-Wealth Partners’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4K Hold
844
– – ﹤0.01% 536
2026
Q1 		$11.9K Buy
844
+143
+20% +$2.13K ﹤0.01% 529
2025
Q4 		$10.1K Sell
701
-389
-36% -$5.48K ﹤0.01% 527
2025
Q3 		$14.3K Sell
1,090
-62
-5% -$805 ﹤0.01% 491
2025
Q2 		$12.1K Buy
1,152
+342
+42% +$3.66K ﹤0.01% 449
2025
Q1 		$10.1K Sell
810
-81
-9% -$937 ﹤0.01% 444
2024
Q4 		$11.5K Sell
891
-735
-45% -$11K ﹤0.01% 458
2024
Q3 		$26.7K Sell
1,626
-383
-19% -$6.78K 0.01% 426
2024
Q2 		$35.3K Sell
2,009
-6,184
-75% -$118K 0.02% 401
2024
Q1 		$147K Buy
+8,193
New +$137K 0.07% 253

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gen-Wealth Partners's AES Position: Q2 2026 in Review

Gen-Wealth Partners held its AES (AES) position steady in Q2 2026 at 844 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Gen-Wealth Partners first reported a position in AES in Q1 2024 and has held it in 10 quarters since. The position peaked at $147K in Q1 2024. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Gen-Wealth Partners held 844 shares of AES worth $12.4K as of Q2 2026.
  • Gen-Wealth Partners left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #536 holding.
  • Gen-Wealth Partners first reported a position in AES in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's AES position peaked at $147K in Q1 2024.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.