Back to AEIS
Legacy Wealth Asset Management, LLC → AEIS
Legacy Wealth Asset Management, LLC AEIS Position History
Advanced Energy Industries, Inc. • Technology
Quarters held
4
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $336K |
| Q1 2026 | $540K |
| Q2 2026 | $776K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 3.7K | — | — |
| Q2 2026 | $776K | 2.1K | — | — |
| Q1 2026 | $540K | 1.7K | — | — |
| Q4 2025 | $336K | 1.6K | — | — |
Other funds holding AEIS
$474.4M
$474.4M
$468.3M
$458.2M
$217.3M
$181.7M
$181.7M