TrueNorth Wealth & Impact, LLC’s Advanced Energy AEIS Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$200K	Buy	+713	New	+$209K	0.08%	179

Other funds holding AEIS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

TrueNorth Wealth & Impact, LLC's AEIS Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Advanced Energy (AEIS) in Q3 2026: 713 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #179 among its holdings.

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

TrueNorth Wealth & Impact, LLC held 713 shares of Advanced Energy worth $200K as of Q3 2026.
Advanced Energy was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Advanced Energy made up 0.08% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #179 holding.
512 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.