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Cornerstone Planning Group »

Advanced Energy Industries shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Advanced Energy Industries

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All positions including Advanced Energy Industries held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by Cornerstone Planning Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$132k	519	254.84
2025-06-30	$419	3	139.67
2025-03-31	$273	3	91.33

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)

Fidelity Enhanced International Etf Exchange Traded Fund (FENI)

Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)

Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)

Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)

Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)

Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)

Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)

Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)

First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)

Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)

Viatris Common Stock (VTRS)

Schwab Charles Corp Common Stock (SCHW)

Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)

View all positions for Cornerstone Planning Group

Top funds holding Advanced Energy Industries

Ameriprise Financial

State Street Corporation

Earnest Partners

Neuberger Berman Group

Geode Capital Management

Dimensional Fund Advisors

Massachusetts Financial Services

Jennifer Ranahan

Principal Financial Group

Loomis, Sayles and

Charles Schwab Investment Management

View all funds holding Advanced Energy Industries

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