Lodestone Wealth Management
AEHR icon

Lodestone Wealth Management’s Aehr Test Systems AEHR Stock Holding History

Lodestone Wealth Management’s Portfolio AEHR Stock Details AEHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$288K Buy
2,895
+492
+20% +$45.1K 0.1% 156
2026
Q2 		$231K Buy
2,403
+569
+31% +$52K 0.08% 172
2026
Q1 		$68K Buy
+1,834
New +$58.7K 0.03% 260

Other funds holding AEHR

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Lodestone Wealth Management's AEHR Position: Q3 2026 in Review

Lodestone Wealth Management increased its Aehr Test Systems (AEHR) stake by 20% in Q3 2026, buying an estimated $45.1K and bringing the position to 2,895 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #156.

Lodestone Wealth Management first reported a position in AEHR in Q1 2026 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold AEHR as of Q3 2026.

  • Lodestone Wealth Management held 2,895 shares of Aehr Test Systems worth $288K as of Q3 2026.
  • Lodestone Wealth Management bought 492 Aehr Test Systems shares in Q3 2026, an estimated $45.1K.
  • Aehr Test Systems made up 0.1% of Lodestone Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Lodestone Wealth Management first reported a position in Aehr Test Systems in Q1 2026 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Aehr Test Systems as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.