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GeoWealth Management’s AES AES Stock Holding History

GeoWealth Management’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.8K Buy
+2,169
New +$22.8K ﹤0.01% 1047
2025
Q1 		– Sell
-3,156
Closed -$40.6K – 1072
2024
Q4 		$40.6K Sell
3,156
-870
-22% -$11.2K ﹤0.01% 1215
2024
Q3 		$80.8K Buy
+4,026
New +$80.8K ﹤0.01% 946