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Gibbs Wealth Management’s AES AES Stock Holding History

Gibbs Wealth 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
2026
Q1 		$1.82M Buy
129,371
+65,569
+103% +$976K 0.24% 79
2025
Q4 		$914K Sell
63,802
-3,899
-6% -$55K 0.22% 105
2025
Q3 		$891K Sell
67,701
-10,390
-13% -$135K 0.2% 123
2025
Q2 		$822K Buy
78,091
+18,091
+30% +$194K 0.16% 153
2025
Q1 		$745K Buy
60,000
+10,181
+20% +$118K 0.18% 129
2024
Q4 		$641K Buy
49,819
+21,494
+76% +$321K 0.17% 127
2024
Q3 		$568K Buy
28,325
+3,349
+13% +$59.2K 0.18% 127
2024
Q2 		$439K Buy
24,976
+6,470
+35% +$123K 0.18% 135
2024
Q1 		$332K Buy
+18,506
New +$309K 0.19% 128

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Gibbs Wealth Management's AES Position: Q1 2026 in Review

Gibbs Wealth Management increased its AES (AES) stake by 103% in Q1 2026, buying an estimated $976K and bringing the position to 129,371 shares worth $1.82M. The position accounts for 0.24% of the portfolio, ranked #79.

Gibbs Wealth Management first reported a position in AES in Q1 2024 and has held it in 9 quarters since. 750 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Gibbs Wealth Management held 129,371 shares of AES worth $1.82M as of Q1 2026.
  • Gibbs Wealth Management bought 65,569 AES shares in Q1 2026, an estimated $976K.
  • AES made up 0.24% of Gibbs Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Gibbs Wealth Management first reported a position in AES in Q1 2024 and has held it in 9 quarters since.
  • 750 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.