Global Retirement Partners, LLC
PensionPosition in AEIS — Advanced Energy Industries Inc
CIK 1749744
San Rafael, CA
Position in AEIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$70,099
+$50,837 QoQ
Shares Held
188
+104.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#562
of 669 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $13,875,506 across 20 Electrical Equipment & Parts names. AEIS ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
21,885 | $7,327,535 | |
| 2 | BE |
Bloom Energy Corp
|
13,195 | $3,994,126 | |
| 3 | NVT |
nVent Electric plc
|
7,876 | $1,335,848 | |
| 4 | HUBB |
Hubbell Inc
|
939 | $491,284 | |
| 5 | POWL |
Powell Industries Inc
|
959 | $274,619 | |
| 6 | AYI |
Acuity Inc. (De)
|
313 | $117,894 | |
| 7 | PLUG |
Plug Power Inc
|
26,942 | $73,012 | |
| 8 | AEIS |
Advanced Energy Industries Inc
This page
|
188 | $70,099 |
All Filings in AEIS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,099 | 188 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $19,262 | 92 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,930 | 76 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,142 | 69 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $7,515 | 65 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,576 | 110 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $19,033 | 175 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $8,770 | 86 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $9,367 | 86 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $9,074 | 88 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,138 | 82 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $8,428 | 86 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,377 | 86 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,657 | 86 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,940 | 54 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,615 | 42 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $31,326 | 357 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $40,237 | 357 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $39,847 | 365 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $29,866 | 308 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $24,168 | 384 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $25,692 | 379 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $17,698 | 365 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||