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Creative Planning AEIS Position History
Advanced Energy Industries, Inc. • Technology
Quarters held
9
Latest value
$15.6M
Q3 2026
Peak value
$21.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.1M |
| Q3 2025 | $125K |
| Q4 2025 | $9.2M |
| Q1 2026 | $279K |
| Q1 2026 | $17.7M |
| Q2 2026 | $299K |
| Q2 2026 | $21.3M |
| Q3 2026 | $220K |
| Q3 2026 | $15.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.6M | 55.5K | — | — |
| Q3 2026 | $220K | 780 | — | — |
| Q2 2026 | $21.3M | 57.1K | — | — |
| Q2 2026 | $299K | 803 | — | — |
| Q1 2026 | $17.7M | 54.8K | — | — |
| Q1 2026 | $279K | 865 | — | — |
| Q4 2025 | $9.2M | 43.8K | — | — |
| Q3 2025 | $125K | 736 | — | — |
| Q3 2025 | $6.1M | 36.1K | — | — |
Other funds holding AEIS
$474.4M
$474.4M
$468.3M
$458.2M
$217.3M
$181.7M
$181.7M