Spire Wealth Management
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Spire Wealth Management’s Advanced Energy AEIS Stock Holding History

Spire Wealth Management’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 		$28.2K Buy
100
+94
+1,567% +$27.5K ﹤0.01% 1299
2026
Q2 		$2.24K Buy
+6
New +$2.1K ﹤0.01% 1987
2022
Q1 		– Sell
-16
Closed -$1K – 2508
2021
Q4 		$1K Buy
+16
New +$1.42K ﹤0.01% 2841
2021
Q2 		– Sell
-28
Closed -$3K – 2567
2021
Q1 		$3K Buy
+28
New +$3.04K ﹤0.01% 2730

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

Spire Wealth Management's AEIS Position: Q3 2026 in Review

Spire Wealth Management increased its Advanced Energy (AEIS) stake by 1,567% in Q3 2026, buying an estimated $27.5K and bringing the position to 100 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Spire Wealth Management first reported a position in AEIS in Q1 2021 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Spire Wealth Management held 100 shares of Advanced Energy worth $28.2K as of Q3 2026.
  • Spire Wealth Management bought 94 Advanced Energy shares in Q3 2026, an estimated $27.5K.
  • Advanced Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1299 holding.
  • Spire Wealth Management first reported a position in Advanced Energy in Q1 2021 and has held it in 4 quarters since.
  • 357 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.