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Truvestments Capital’s Advanced Energy AEIS Stock Holding History

Truvestments Capital’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
Q1 		$9.68K Hold
30
– – ﹤0.01% 766
2025
Q4 		$6.28K Buy
30
+2
+7% +$407 ﹤0.01% 763
2025
Q3 		$4.76K Hold
28
– – ﹤0.01% 829
2025
Q2 		$3.71K Hold
28
– – ﹤0.01% 772
2025
Q1 		$2.67K Hold
28
– – ﹤0.01% 832
2024
Q4 		$3.24K Hold
28
– – ﹤0.01% 763
2024
Q3 		$2.95K Buy
+28
New +$2.94K ﹤0.01% 754

Other funds holding AEIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return