PWMG
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Private Wealth Management Group’s Advanced Energy AEIS Stock Holding History

Private Wealth Management 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 		$2.26K Hold
7
– – ﹤0.01% 1047
2025
Q4 		$1.47K Hold
7
– – ﹤0.01% 1174
2025
Q3 		$1.19K Hold
7
– – ﹤0.01% 1240
2025
Q2 		$928 Sell
7
-42
-86% -$4.63K ﹤0.01% 1302
2025
Q1 		$4.67K Buy
49
+15
+44% +$1.71K ﹤0.01% 760
2024
Q4 		$3.93K Hold
34
– – ﹤0.01% 841
2024
Q3 		$3.58K Sell
34
-18
-35% -$1.89K ﹤0.01% 859
2024
Q2 		$5.66K Buy
52
+27
+108% +$2.76K ﹤0.01% 661
2024
Q1 		$2.55K Hold
25
– – ﹤0.01% 868
2023
Q4 		$2.72K Buy
+25
New +$2.43K ﹤0.01% 841

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