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Global Retirement Partners’s Advanced Energy AEIS Stock Holding History

Global Retirement Partners’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
Q2 		$70.1K Buy
+188
New +$65.7K ﹤0.01% 2303
2025
Q4 		$19.3K Buy
92
+16
+21% +$3.26K ﹤0.01% 2884
2025
Q3 		$12.9K Buy
76
+7
+10% +$1.05K ﹤0.01% 2590
2025
Q2 		$9.15K Buy
+69
New +$7.6K ﹤0.01% 2643
2024
Q4 		$7.52K Sell
65
-45
-41% -$5.06K ﹤0.01% 2500
2024
Q3 		$11.6K Sell
110
-65
-37% -$6.82K ﹤0.01% 2233
2024
Q2 		$19K Buy
175
+89
+103% +$9.11K ﹤0.01% 2008
2024
Q1 		$8.78K Hold
86
– – ﹤0.01% 2179
2023
Q4 		$8.83K Sell
86
-2
-2% -$194 ﹤0.01% 2116
2023
Q3 		$8.73K Buy
88
+6
+7% +$672 ﹤0.01% 2004
2023
Q2 		$9.14K Sell
82
-4
-5% -$381 ﹤0.01% 1996
2023
Q1 		$7.52K Hold
86
– – ﹤0.01% 2023
2022
Q4 		$7.38K Hold
86
– – ﹤0.01% 1896
2022
Q3 		$7K Buy
86
+32
+59% +$2.75K ﹤0.01% 1792
2022
Q2 		$4K Buy
54
+12
+29% +$928 ﹤0.01% 1931
2022
Q1 		$3K Buy
+42
New +$3.64K ﹤0.01% 2018
2021
Q4 		– Sell
-357
Closed -$31K – 275
2021
Q3 		$31K Hold
357
– – ﹤0.01% 1027
2021
Q2 		$40K Sell
357
-8
-2% -$848 ﹤0.01% 943
2021
Q1 		$40K Buy
365
+57
+19% +$6.18K ﹤0.01% 858
2020
Q4 		$30K Sell
308
-76
-20% -$6.47K ﹤0.01% 897
2020
Q3 		$24K Buy
384
+5
+1% +$349 ﹤0.01% 860
2020
Q2 		$26K Buy
379
+14
+4% +$834 ﹤0.01% 812
2020
Q1 		$18K Sell
365
-66
-15% -$4.19K ﹤0.01% 824
2019
Q4 		$31K Sell
431
-15
-3% -$933 ﹤0.01% 781
2019
Q3 		$26K Sell
446
-53
-11% -$2.86K ﹤0.01% 802
2019
Q2 		$28K Buy
499
+32
+7% +$1.72K 0.01% 772
2019
Q1 		$23K Buy
467
+126
+37% +$6.12K 0.01% 768
2018
Q4 		$15K Buy
341
+280
+459% +$12.5K ﹤0.01% 838
2018
Q3 		$3K Buy
+61
New +$3.53K ﹤0.01% 1309

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Retirement Partners's AEIS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Advanced Energy (AEIS) in Q2 2026: 188 shares worth $70.1K. The stake represents ﹤0.01% of the portfolio and ranks #2303 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AEIS as recently as Q4 2025.

Global Retirement Partners first reported a position in AEIS in Q3 2018 and has held it in 29 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Global Retirement Partners held 188 shares of Advanced Energy worth $70.1K as of Q2 2026.
  • Advanced Energy was a new Global Retirement Partners position in Q2 2026.
  • Advanced Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2303 holding.
  • Global Retirement Partners first reported a position in Advanced Energy in Q3 2018 and has held it in 29 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.