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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,297
Closed -$248K – 54
2025
Q4 		$248K Sell
17,297
-645
-4% -$9.09K 0.16% 146
2025
Q3 		$236K Buy
17,942
+1,069
+6% +$13.9K 0.17% 144
2025
Q2 		$178K Buy
16,873
+649
+4% +$6.95K 0.16% 148
2025
Q1 		$202K Sell
16,224
-135
-0.8% -$1.56K 0.23% 134
2024
Q4 		$211K Buy
+16,359
New +$244K 0.27% 117

Other funds holding AES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

GK Wealth Management sold out of AES (AES) in Q1 2026, closing a stake of 17,297 shares — an estimated $248K sold.

GK Wealth Management first reported a position in AES in Q4 2024 and held it in 5 quarters. The position peaked at $248K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • GK Wealth Management reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • GK Wealth Management sold 17,297 AES shares in Q1 2026, an estimated $248K.
  • GK Wealth Management first reported a position in AES in Q4 2024 and held it in 5 quarters.
  • GK Wealth Management's AES position peaked at $248K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on GK Wealth Management's 13F filing for Q1 2026, filed 7 Apr 2026.