PERSONAL CFO SOLUTIONS, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1677501
CHESTER, NJ
Position in AEIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$272,940
-$4,267 QoQ
Shares Held
732
-14.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#503
of 677 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $1,698,472 across 4 Electrical Equipment & Parts names. AEIS ranks #4 (16.1% of the industry book) .
All Filings in AEIS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,940 | 732 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $277,207 | 859 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||