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Peterson Wealth Services → AEIS
Peterson Wealth Services AEIS Position History
Advanced Energy Industries, Inc. • Technology
Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.3M |
| Q1 2026 | $2M |
| Q2 2026 | $2.6M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 7.7K | — | — |
| Q2 2026 | $2.6M | 6.9K | — | — |
| Q1 2026 | $2M | 6.3K | — | — |
| Q4 2025 | $1.3M | 6.4K | — | — |
| Q3 2025 | $1.1M | 3.8K | — | — |
Other funds holding AEIS
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$474.4M
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$458.2M
$217.3M
$181.7M
$181.7M