Retirement Wealth Solutions
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Retirement Wealth Solutions’s Advanced Energy AEIS Stock Holding History

Retirement Wealth Solutions’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 		$7.05K Sell
25
-6
-19% -$1.76K ﹤0.01% 316
2026
Q2 		$11.6K Sell
31
-2
-6% -$699 0.01% 212
2026
Q1 		$10.6K Sell
33
-1
-3% -$290 0.01% 205
2025
Q4 		$7.12K Buy
34
+4
+13% +$814 ﹤0.01% 261
2025
Q3 		$5.1K Buy
+30
New +$4.52K ﹤0.01% 301

Other funds holding AEIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Retirement Wealth Solutions's AEIS Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Advanced Energy (AEIS) stake by 19% in Q3 2026, selling an estimated $1.76K and leaving 25 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Retirement Wealth Solutions first reported a position in AEIS in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.6K in Q2 2026. 357 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Retirement Wealth Solutions held 25 shares of Advanced Energy worth $7.05K as of Q3 2026.
  • Retirement Wealth Solutions sold 6 Advanced Energy shares in Q3 2026, an estimated $1.76K.
  • Advanced Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #316 holding.
  • Retirement Wealth Solutions first reported a position in Advanced Energy in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Advanced Energy position peaked at $11.6K in Q2 2026.
  • 357 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.