Global Retirement Partners’s Atlas Energy Solutions AESI Stock Holding History

Global Retirement Partners’s Portfolio AESI Stock Details AESI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.3K	Buy	+2,426	New	+$39.7K	﹤0.01%	2666
2025 Q4	$22.9K	Sell	2,426 -15,513	-86%	-$157K	﹤0.01%	2811
2025 Q3	$204K	Buy	17,939 +14,496	+421%	+$178K	﹤0.01%	1172
2025 Q2	$46K	Buy	+3,443	New	+$47K	﹤0.01%	1814
2024 Q4	$43.1K	Buy	1,941 +1,276	+192%	+$27.5K	﹤0.01%	1689
2024 Q3	$14.5K	Buy	665 +127	+24%	+$2.62K	﹤0.01%	2145
2024 Q2	$10.7K	Hold	538	–	–	﹤0.01%	2293
2024 Q1	$12.2K	Buy	538 +119	+28%	+$2.22K	﹤0.01%	2033
2023 Q4	$6.63K	Hold	419	–	–	﹤0.01%	2216
2023 Q3	$8.82K	Buy	419 +22	+6%	+$460	﹤0.01%	2001
2023 Q2	$6.89K	Hold	397	–	–	﹤0.01%	2094
2023 Q1	$6.73K	Buy	+397	New	+$6.52K	﹤0.01%	2067

Other funds holding AESI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Atlas Energy Solutions (AESI) in Q2 2026: 2,426 shares worth $40.3K. The stake represents ﹤0.01% of the portfolio and ranks #2666 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AESI as recently as Q4 2025.

Global Retirement Partners first reported a position in AESI in Q1 2023 and has held it in 12 quarters since. The position peaked at $204K in Q3 2025. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

Global Retirement Partners held 2,426 shares of Atlas Energy Solutions worth $40.3K as of Q2 2026.
Atlas Energy Solutions was a new Global Retirement Partners position in Q2 2026.
Atlas Energy Solutions made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2666 holding.
Global Retirement Partners first reported a position in Atlas Energy Solutions in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's Atlas Energy Solutions position peaked at $204K in Q3 2025.
285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

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