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True Wealth Design’s Advanced Energy AEIS Stock Holding History

True Wealth Design’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
Q2 		$55.2K Buy
148
+76
+106% +$26.6K 0.01% 452
2026
Q1 		$23.2K Hold
72
– – 0.01% 663
2025
Q4 		$15.1K Hold
72
– – ﹤0.01% 708
2025
Q3 		$12.3K Hold
72
– – ﹤0.01% 762
2025
Q2 		$9.54K Buy
72
+36
+100% +$3.96K ﹤0.01% 601
2025
Q1 		$3.43K Buy
+36
New +$4.11K ﹤0.01% 804

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

True Wealth Design's AEIS Position: Q2 2026 in Review

True Wealth Design increased its Advanced Energy (AEIS) stake by 106% in Q2 2026, buying an estimated $26.6K and bringing the position to 148 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #452.

True Wealth Design first reported a position in AEIS in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • True Wealth Design held 148 shares of Advanced Energy worth $55.2K as of Q2 2026.
  • True Wealth Design bought 76 Advanced Energy shares in Q2 2026, an estimated $26.6K.
  • Advanced Energy made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #452 holding.
  • True Wealth Design first reported a position in Advanced Energy in Q1 2025 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.