GeoWealth Management
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GeoWealth Management’s American Electric Power AEP Stock Holding History

GeoWealth Management’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$442K Buy
3,723
+1,083
+41% +$137K 0.01% 552
2026
Q2 		$361K Sell
2,640
-3,082
-54% -$406K 0.01% 594
2026
Q1 		$750K Buy
5,722
+3,131
+121% +$392K 0.03% 371
2025
Q4 		$299K Sell
2,591
-941
-27% -$111K 0.01% 568
2025
Q3 		$397K Buy
3,532
+507
+17% +$55.5K 0.01% 499
2025
Q2 		$314K Sell
3,025
-6,051
-67% -$630K 0.01% 533
2025
Q1 		$992K Buy
9,076
+5,660
+166% +$573K 0.04% 265
2024
Q4 		$315K Sell
3,416
-168
-5% -$16.3K 0.01% 609
2024
Q3 		$368K Sell
3,584
-45
-1% -$4.39K 0.01% 544
2024
Q2 		$318K Buy
3,629
+836
+30% +$73.1K 0.01% 562
2024
Q1 		$240K Sell
2,793
-120
-4% -$9.8K 0.01% 627
2023
Q4 		$237K Buy
+2,913
New +$226K 0.02% 465

Other funds holding AEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

GeoWealth Management's AEP Position: Q3 2026 in Review

GeoWealth Management increased its American Electric Power (AEP) stake by 41% in Q3 2026, buying an estimated $137K and bringing the position to 3,723 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #552.

GeoWealth Management first reported a position in AEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $992K in Q1 2025. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • GeoWealth Management held 3,723 shares of American Electric Power worth $442K as of Q3 2026.
  • GeoWealth Management bought 1,083 American Electric Power shares in Q3 2026, an estimated $137K.
  • American Electric Power made up 0.01% of GeoWealth Management's portfolio in Q3 2026, its #552 holding.
  • GeoWealth Management first reported a position in American Electric Power in Q4 2023 and has held it in 12 quarters since.
  • GeoWealth Management's American Electric Power position peaked at $992K in Q1 2025.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.