Position in AEIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$407,174
+$68,006 QoQ
Shares Held
1,092
+3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#452
of 677 holders
Holding Since
Mar 2026
2 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, 2026KINTRA WEALTH, LLC holds $879,605 across 2 Electrical Equipment & Parts names. AEIS ranks #2 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
1,411 | $472,431 | |
| 2 | AEIS |
Advanced Energy Industries Inc
This page
|
1,092 | $407,174 |
All Filings in AEIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,174 | 1,092 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $339,168 | 1,051 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||