Visionary Wealth Advisors
Position in AEIS — Advanced Energy Industries Inc
CIK 1802984
O'FALLON, IL
Position in AEIS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,713,423
+$1,307,972 QoQ
Shares Held
11,507
+0.2% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Visionary Wealth Advisors holds $12,629,270 across 5 Electrical Equipment & Parts names. AEIS ranks #2 (29.4% of the industry book) .
All Filings in AEIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,713,423 | 11,507 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,405,451 | 11,489 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,951,165 | 11,468 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,519,510 | 11,468 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,093,015 | 11,468 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,326,044 | 11,468 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||