ELEVATION POINT WEALTH PARTNERS, LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 1744349 DENVER, CO

Position in AEIS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,272,269

+$216,607 QoQ

Shares Held

6,094

-4.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#280

of 674 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $10,260,115 across 8 Electrical Equipment & Parts names. AEIS ranks #3 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AYI	Acuity Inc. (De)	7,230	$2,723,251
2	VRT	Vertiv Holdings Co	7,280	$2,437,489
3	AEIS	Advanced Energy Industries Inc This page	6,094	$2,272,269
4	HUBB	Hubbell Inc	2,089	$1,092,964
5	NVT	nVent Electric plc	5,484	$930,141
6	POWL	Powell Industries Inc	1,215	$347,927
7	ATKR	Atkore Inc.	3,267	$248,422
8	BE	Bloom Energy Corp	686	$207,652

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,272,269	6,094	-4.3%	Shares	Sole	2026-08-12
2026-03-31	$2,055,662	6,370	+29.7%	Shares	Sole	2026-04-27
2025-12-31	$1,028,634	4,913	-3.1%	Shares	Sole	2026-02-12
2025-09-30	$862,269	5,068	+595.2%	Shares	Sole	2025-11-14
2025-06-30	$96,592	729	-77.4%	Shares	Sole	2026-02-03
2021-09-30	$282,555	3,220	+0.4%	Shares	Sole	2021-11-02
2021-06-30	$361,348	3,206	-2.1%	Shares	Sole	2021-08-04
2021-03-31	$357,422	3,274	-3.7%	Shares	Sole	2021-05-04
2020-12-31	$329,794	3,401	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.