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Asset Planning,Inc SMEGF Position History
Siemens Energy AG • Industrials
Quarters held
8
Latest value
$207K
Q3 2026
Peak value
$213K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $85K |
| Q4 2025 | $207K |
| Q1 2026 | $74K |
| Q1 2026 | $175K |
| Q2 2026 | $98K |
| Q2 2026 | $213K |
| Q3 2026 | $94K |
| Q3 2026 | $207K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $207K | 662 | — | — |
| Q3 2026 | $94K | 606 | — | — |
| Q2 2026 | $213K | 662 | — | — |
| Q2 2026 | $98K | 606 | — | — |
| Q1 2026 | $175K | 737 | — | — |
| Q1 2026 | $74K | 606 | — | — |
| Q4 2025 | $207K | 737 | — | — |
| Q4 2025 | $85K | 606 | — | — |