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 Q3	$45.1K	Buy	160 +12	+8%	+$3.51K	0.01%	545
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	$9.5K	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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

True Wealth Design's AEIS Position: Q3 2026 in Review

True Wealth Design increased its Advanced Energy (AEIS) stake by 8.1% in Q3 2026, buying an estimated $3.51K and bringing the position to 160 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #545.

True Wealth Design first reported a position in AEIS in Q1 2025 and has held it in 7 quarters since. The position peaked at $55.2K in Q2 2026. 112 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

True Wealth Design held 160 shares of Advanced Energy worth $45.1K as of Q3 2026.
True Wealth Design bought 12 Advanced Energy shares in Q3 2026, an estimated $3.51K.
Advanced Energy made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #545 holding.
True Wealth Design first reported a position in Advanced Energy in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Advanced Energy position peaked at $55.2K in Q2 2026.
112 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.