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Aspen Aerogels shares owned by Balance Wealth

Quarter-by-quarter ownership of Aspen Aerogels (ASPN) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Aspen Aerogels

Tip: Access up to 7 years of quarterly data

All positions including Aspen Aerogels held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aspen Aerogels by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $29k 10k 2.83

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Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Select Sector Spdr Tr State Street Hea (XLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
2023 Etf Series Trust Brandes Internat (BINV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Balance Wealth

Top funds holding Aspen Aerogels

Kim
BlackRock
Vanguard Group
Oaktop Capital Management II
Invesco
Needham Investment Management
George Kaiser Family Foundation
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
Millennium Management
Citadel Advisors
Rice Hall James & Associates
Jpmorgan Chase & Co
Goldman Sachs Group

View all funds holding Aspen Aerogels