ORG Wealth Partners’s Advanced Energy AEIS Stock Holding History

ORG Wealth Partners’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	$281	Buy	+1	New	+$293	﹤0.01%	2268

Other funds holding AEIS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

ORG Wealth Partners's AEIS Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Advanced Energy (AEIS) in Q3 2026: 1 share worth $281. The stake represents ﹤0.01% of the portfolio and ranks #2268 among its holdings.

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

ORG Wealth Partners held 1 share of Advanced Energy worth $281 as of Q3 2026.
Advanced Energy was a new ORG Wealth Partners position in Q3 2026.
Advanced Energy made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2268 holding.
460 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.