Meriwether Wealth & Planning’s Advanced Energy AEIS Stock Holding History

Meriwether Wealth & Planning’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 Q3	$1.41K	Buy	+5	New	+$1.46K	﹤0.01%	692

Other funds holding AEIS

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Meriwether Wealth & Planning's AEIS Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Advanced Energy (AEIS) in Q3 2026: 5 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings.

112 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

Meriwether Wealth & Planning held 5 shares of Advanced Energy worth $1.41K as of Q3 2026.
Advanced Energy was a new Meriwether Wealth & Planning position in Q3 2026.
Advanced Energy made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #692 holding.
112 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.