Sun Group Wealth Partners
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Sun Group Wealth Partners’s Aehr Test Systems AEHR Stock Holding History

Sun Group Wealth Partners’s Portfolio AEHR Stock Details AEHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.4M Sell
14,008
-1,059
-7% -$97K 0.86% 30
2026
Q2 		$1.45M Sell
15,067
-2,864
-16% -$262K 0.99% 27
2026
Q1 		$665K Buy
17,931
+370
+2% +$11.8K 0.52% 34
2025
Q4 		$355K Buy
+17,561
New +$425K 0.28% 46

Other funds holding AEHR

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Sun Group Wealth Partners's AEHR Position: Q3 2026 in Review

Sun Group Wealth Partners reduced its Aehr Test Systems (AEHR) stake by 7% in Q3 2026, selling an estimated $97K and leaving 14,008 shares worth $1.4M. The position accounts for 0.86% of the portfolio, ranked #30.

Sun Group Wealth Partners first reported a position in AEHR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q2 2026. 58 funds tracked by Wall St. Rank hold AEHR as of Q3 2026.

  • Sun Group Wealth Partners held 14,008 shares of Aehr Test Systems worth $1.4M as of Q3 2026.
  • Sun Group Wealth Partners sold 1,059 Aehr Test Systems shares in Q3 2026, an estimated $97K.
  • Aehr Test Systems made up 0.86% of Sun Group Wealth Partners's portfolio in Q3 2026, its #30 holding.
  • Sun Group Wealth Partners first reported a position in Aehr Test Systems in Q4 2025 and has held it in 4 quarters since.
  • Sun Group Wealth Partners's Aehr Test Systems position peaked at $1.45M in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Aehr Test Systems as of Q3 2026.

Based on Sun Group Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.