LFG
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Larson Financial Group’s Advanced Energy AEIS Stock Holding History

Larson Financial Group’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 		$35.8K Buy
111
+10
+10% +$2.9K ﹤0.01% 1537
2025
Q4 		$21.1K Buy
101
+12
+13% +$2.44K ﹤0.01% 1690
2025
Q3 		$15.1K Buy
89
+88
+8,800% +$13.3K ﹤0.01% 1798
2025
Q2 		$133 Hold
1
– – ﹤0.01% 3127
2025
Q1 		$95 Hold
1
– – ﹤0.01% 2920
2024
Q4 		$116 Hold
1
– – ﹤0.01% 2572
2024
Q3 		$105 Hold
1
– – ﹤0.01% 2525
2024
Q2 		$109 Buy
+1
New +$102 ﹤0.01% 2222
2021
Q2 		– Sell
-101
Closed -$11K – 818
2021
Q1 		$11K Hold
101
– – ﹤0.01% 514
2020
Q4 		$10K Hold
101
– – ﹤0.01% 489
2020
Q3 		$6K Buy
+101
New +$7.05K ﹤0.01% 496

Other funds holding AEIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $431B 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