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Geneos Wealth Management’s Advanced Energy AEIS Stock Holding History

Geneos Wealth 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
2025
Q3 		– Sell
-9
Closed -$1.19K – 2476
2025
Q2 		$1.19K Buy
+9
New +$991 ﹤0.01% 2933
2024
Q2 		– Sell
-11
Closed -$1.12K – 2057
2024
Q1 		$1.12K Buy
+11
New +$1.12K ﹤0.01% 1995

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geneos Wealth Management's AEIS Position: Q3 2025 in Review

Geneos Wealth Management sold out of Advanced Energy (AEIS) in Q3 2025, closing a stake of 9 shares — an estimated $1.19K sold.

Geneos Wealth Management first reported a position in AEIS in Q1 2024 and held it in 2 quarters. The position peaked at $1.19K in Q2 2025. 401 funds tracked by Wall St. Rank hold AEIS as of Q3 2025.

  • Geneos Wealth Management reported no remaining Advanced Energy position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 9 Advanced Energy shares in Q3 2025, an estimated $1.19K.
  • Geneos Wealth Management first reported a position in Advanced Energy in Q1 2024 and held it in 2 quarters.
  • Geneos Wealth Management's Advanced Energy position peaked at $1.19K in Q2 2025.
  • 401 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.