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Plan A Wealth’s AerCap AER Stock Holding History

Plan A Wealth’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$294K Buy
2,046
+191
+10% +$28.2K 0.1% 138
2026
Q2 		$270K Buy
1,855
+231
+14% +$32.8K 0.12% 136
2026
Q1 		$223K Sell
1,624
-102
-6% -$14.6K 0.11% 149
2025
Q4 		$248K Buy
+1,726
New +$229K 0.12% 137

Other funds holding AER

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM

Plan A Wealth's AER Position: Q3 2026 in Review

Plan A Wealth increased its AerCap (AER) stake by 10% in Q3 2026, buying an estimated $28.2K and bringing the position to 2,046 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #138.

Plan A Wealth first reported a position in AER in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold AER as of Q3 2026.

  • Plan A Wealth held 2,046 shares of AerCap worth $294K as of Q3 2026.
  • Plan A Wealth bought 191 AerCap shares in Q3 2026, an estimated $28.2K.
  • AerCap made up 0.1% of Plan A Wealth's portfolio in Q3 2026, its #138 holding.
  • Plan A Wealth first reported a position in AerCap in Q4 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held AerCap as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.