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JPL Wealth Management’s Advanced Energy AEIS Stock Holding History

JPL Wealth Management’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
Q1 		$1.61K Buy
+5
New +$1.45K ﹤0.01% 1042
2025
Q4 		– Sell
-5
Closed -$851 – 136
2025
Q3 		$851 Buy
+5
New +$753 ﹤0.01% 1014

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JPL Wealth Management's AEIS Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Advanced Energy (AEIS) in Q1 2026: 5 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AEIS as recently as Q3 2025.

JPL Wealth Management first reported a position in AEIS in Q3 2025 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • JPL Wealth Management held 5 shares of Advanced Energy worth $1.61K as of Q1 2026.
  • Advanced Energy was a new JPL Wealth Management position in Q1 2026.
  • Advanced Energy made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1042 holding.
  • JPL Wealth Management first reported a position in Advanced Energy in Q3 2025 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.