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Advanced Energy Industries shares owned by Acumen Wealth Advisors

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Acumen Wealth Advisors from 13F filings

Historical chart of Acumen Wealth Advisors investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

All positions including Advanced Energy Industries held by Acumen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $17k 52 322.71

More positions owned by Acumen Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Meta Platforms Cl A (META)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Lam Research Corp Com New (LRCX)
Broadcom (AVGO)

View all positions for Acumen Wealth Advisors

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Group
Vanguard Portfolio Management
FMR
Invesco
Vanguard Capital Management
State Street Corporation
Ameriprise Financial
Earnest Partners
Geode Capital Management
Bank of America Corporation
Whale Rock Capital Management
Neuberger Berman Group
Dimensional Fund Advisors
Jennifer Ranahan

View all funds holding Advanced Energy Industries