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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-43
Closed -$4.97K – 1069
2024
Q4 		$4.97K Buy
43
+6
+16% +$675 ﹤0.01% 1553
2024
Q3 		$3.89K Buy
+37
New +$3.88K ﹤0.01% 1482

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GeoWealth Management's AEIS Position: Q1 2025 in Review

GeoWealth Management sold out of Advanced Energy (AEIS) in Q1 2025, closing a stake of 43 shares — an estimated $4.97K sold.

GeoWealth Management first reported a position in AEIS in Q3 2024 and held it in 2 quarters. The position peaked at $4.97K in Q4 2024. 355 funds tracked by Wall St. Rank hold AEIS as of Q1 2025.

  • GeoWealth Management reported no remaining Advanced Energy position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 43 Advanced Energy shares in Q1 2025, an estimated $4.97K.
  • GeoWealth Management first reported a position in Advanced Energy in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Advanced Energy position peaked at $4.97K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.