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Advanced Energy Industries shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advanced Energy Industries by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $339k 1.1k 322.71

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

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