Journey Strategic Wealth’s Aspen Aerogels ASPN Stock Holding History

Journey Strategic Wealth’s Portfolio ASPN Stock Details ASPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25,157	Closed	-$71.2K	–	829
2025 Q4	$71.2K	Buy	+25,157	New	+$130K	﹤0.01%	753
2025 Q2	–	Sell	-17,596	Closed	-$112K	–	664
2025 Q1	$112K	Buy	17,596 +2,596	+17%	+$25K	﹤0.01%	490
2024 Q4	$178K	Buy	+15,000	New	+$256K	0.01%	474
2024 Q2	–	Sell	-15,000	Closed	-$264K	–	400
2024 Q1	$264K	Buy	+15,000	New	+$221K	0.01%	214
2023 Q2	–	Sell	-67,000	Closed	-$499K	–	209
2023 Q1	$499K	Buy	+67,000	New	+$666K	0.05%	102

Other funds holding ASPN

KIM LLC Wichita, Kansas $678M AUM 0.91% 1-Year Est. Return

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return