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Advanced Energy Industries shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary Wealth Advisors investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

All positions including Advanced Energy Industries held by Visionary 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 12k 170.14
2025-06-30 $1.5M 12k 132.50
2025-03-31 $1.1M 12k 95.31
2024-12-31 $1.3M 12k 115.63

More positions owned by Visionary Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Quanta Services (PWR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Cisco Systems (CSCO)
Home Depot (HD)

View all positions for Visionary Wealth Advisors

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Group
FMR
Ameriprise Financial
State Street Corporation
Invesco
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