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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Gen-Wealth Partners's AES Position: Q1 2026 in Review

Gen-Wealth Partners increased its AES (AES) stake by 20% in Q1 2026, buying an estimated $2.13K and bringing the position to 844 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Gen-Wealth Partners first reported a position in AES in Q1 2024 and has held it in 9 quarters since. The position peaked at $147K in Q1 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Gen-Wealth Partners held 844 shares of AES worth $11.9K as of Q1 2026.
  • Gen-Wealth Partners bought 143 AES shares in Q1 2026, an estimated $2.13K.
  • AES made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #529 holding.
  • Gen-Wealth Partners first reported a position in AES in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's AES position peaked at $147K in Q1 2024.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.