Geneos Wealth Management’s Advanced Energy AEIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19K	Buy	+9	New	+$1.19K	﹤0.01%	2933
2024 Q2	–	Sell	-11	Closed	-$1.12K	–	2057
2024 Q1	$1.12K	Buy	+11	New	+$1.12K	﹤0.01%	1995