Back to AEIS
HB Wealth Management, LLC → AEIS
HB Wealth Management, LLC AEIS Position History
Advanced Energy Industries, Inc. • Technology
Quarters held
3
Latest value
$988K
Q3 2026
Peak value
$988K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $301K |
| Q2 2026 | $581K |
| Q3 2026 | $988K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $988K | 3.5K | — | — |
| Q2 2026 | $581K | 1.6K | — | — |
| Q1 2026 | $301K | 933 | — | — |
Other funds holding AEIS
$474.4M
$474.4M
$468.3M
$458.2M
$217.3M
$181.7M
$181.7M