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Twin Peaks Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-63
Closed -$20.3K – 269
2026
Q1 		$20.3K Buy
+63
New +$18.3K 0.01% 712
2025
Q3 		– Sell
-137
Closed -$21.8K – 203
2025
Q2 		$21.8K Buy
+137
New +$15.1K 0.01% 575

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's AEIS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 63 shares — an estimated $20.3K sold.

Twin Peaks Wealth Advisors first reported a position in AEIS in Q2 2025 and held it in 2 quarters. The position peaked at $21.8K in Q2 2025. 682 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 63 Advanced Energy shares in Q2 2026, an estimated $20.3K.
  • Twin Peaks Wealth Advisors first reported a position in Advanced Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Advanced Energy position peaked at $21.8K in Q2 2025.
  • 682 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.