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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,169
Closed -$22.8K – 773
2025
Q2 		$22.8K Buy
+2,169
New +$23.2K ﹤0.01% 1047
2025
Q1 		– Sell
-3,156
Closed -$40.6K – 1072
2024
Q4 		$40.6K Sell
3,156
-870
-22% -$13K ﹤0.01% 1215
2024
Q3 		$80.8K Buy
+4,026
New +$71.2K ﹤0.01% 946

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GeoWealth Management's AES Position: Q3 2025 in Review

GeoWealth Management sold out of AES (AES) in Q3 2025, closing a stake of 2,169 shares — an estimated $22.8K sold.

GeoWealth Management first reported a position in AES in Q3 2024 and held it in 3 quarters. The position peaked at $80.8K in Q3 2024. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • GeoWealth Management reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,169 AES shares in Q3 2025, an estimated $22.8K.
  • GeoWealth Management first reported a position in AES in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's AES position peaked at $80.8K in Q3 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.