Tactive Advisors’s Atlas Energy Solutions AESI Stock Holding History

Tactive Advisors’s Portfolio AESI Stock Details AESI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$729K	Sell	60,676 -7,615	-11%	-$97.5K	0.18%	116
2026 Q2	$1.13M	Buy	68,291 +7,359	+12%	+$120K	0.28%	84
2026 Q1	$799K	Buy	60,932 +30,214	+98%	+$353K	0.23%	103
2025 Q4	$289K	Buy	30,718 +2,745	+10%	+$27.8K	0.08%	197
2025 Q3	$318K	Buy	27,973 +12,090	+76%	+$148K	0.09%	191
2025 Q2	$212K	Buy	+15,883	New	+$217K	0.07%	205

Other funds holding AESI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Tactive Advisors's AESI Position: Q3 2026 in Review

Tactive Advisors reduced its Atlas Energy Solutions (AESI) stake by 11% in Q3 2026, selling an estimated $97.5K and leaving 60,676 shares worth $729K. The position accounts for 0.18% of the portfolio, ranked #116.

Tactive Advisors first reported a position in AESI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q2 2026. 13 funds tracked by Wall St. Rank hold AESI as of Q3 2026.

Tactive Advisors held 60,676 shares of Atlas Energy Solutions worth $729K as of Q3 2026.
Tactive Advisors sold 7,615 Atlas Energy Solutions shares in Q3 2026, an estimated $97.5K.
Atlas Energy Solutions made up 0.18% of Tactive Advisors's portfolio in Q3 2026, its #116 holding.
Tactive Advisors first reported a position in Atlas Energy Solutions in Q2 2025 and has held it in 6 quarters since.
Tactive Advisors's Atlas Energy Solutions position peaked at $1.13M in Q2 2026.
13 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.