GIA
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GHP Investment Advisors’s Advanced Energy AEIS Stock Holding History

GHP Investment Advisors’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
2026
Q1 		$40.3K Buy
+125
New +$36.2K ﹤0.01% 576
2025
Q1 		– Sell
-178
Closed -$20.6K – 956
2024
Q4 		$20.6K Hold
178
– – ﹤0.01% 600
2024
Q3 		$18.7K Hold
178
– – ﹤0.01% 632
2024
Q2 		$19.4K Hold
178
– – ﹤0.01% 598
2024
Q1 		$18.2K Hold
178
– – ﹤0.01% 598
2023
Q4 		$19.4K Hold
178
– – ﹤0.01% 583
2023
Q3 		$17K Hold
178
– – ﹤0.01% 622
2023
Q2 		$19.9K Hold
178
– – ﹤0.01% 585
2023
Q1 		$17.4K Hold
178
– – ﹤0.01% 594
2022
Q4 		$15.3K Buy
+178
New +$14.9K ﹤0.01% 618

Other funds holding AEIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return