GM
AEIS icon

GeoWealth Management’s Advanced Energy AEIS Stock Holding History

GeoWealth Management’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-43
Closed -$4.97K – 1069
2024
Q4 		$4.97K Buy
43
+6
+16% +$694 ﹤0.01% 1553
2024
Q3 		$3.89K Buy
+37
New +$3.89K ﹤0.01% 1482