GWM
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GK Wealth Management’s AES AES Stock Holding History

GK Wealth 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 		$178K Buy
16,873
+649
+4% +$6.83K 0.16% 141
2025
Q1 		$202K Sell
16,224
-135
-0.8% -$1.68K 0.23% 128
2024
Q4 		$211K Buy
+16,359
New +$211K 0.27% 117