JOURNEY STRATEGIC WEALTH LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1909316
SUMMIT, NJ
Position in AEIS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$451,146
+$207,023 QoQ
Shares Held
1,398
+19.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $2,322,116 across 5 Electrical Equipment & Parts names. AEIS ranks #3 (19.4% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $451,146 | 1,398 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $244,123 | 1,166 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||