Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,241
Closed -$17.5K 378
2026
Q1
$17.5K Sell
1,241
-9,134
-88% -$136K ﹤0.01% 1128
2025
Q4
$149K Hold
10,375
0.02% 484
2025
Q3
$137K Buy
+10,375
New +$135K 0.02% 443
2024
Q4
Sell
-1,072
Closed -$21.5K 443
2024
Q3
$21.5K Buy
+1,072
New +$19K ﹤0.01% 639
2022
Q1
Sell
-26,362
Closed -$641K 195
2021
Q4
$641K Buy
+26,362
New +$641K 0.32% 74
2021
Q1
Sell
-9,079
Closed -$213K 166
2020
Q4
$213K Buy
+9,079
New +$189K 0.15% 159

Other funds holding AES

Golden State Equity Partners's AES Position: Q2 2026 in Review

Golden State Equity Partners sold out of AES (AES) in Q2 2026, closing a stake of 1,241 shares — an estimated $17.5K sold.

Golden State Equity Partners first reported a position in AES in Q4 2020 and held it in 6 quarters. The position peaked at $641K in Q4 2021. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Golden State Equity Partners reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,241 AES shares in Q2 2026, an estimated $17.5K.
  • Golden State Equity Partners first reported a position in AES in Q4 2020 and held it in 6 quarters.
  • Golden State Equity Partners's AES position peaked at $641K in Q4 2021.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.