Position in AEIS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$55,184
+$31,949 QoQ
Shares Held
148
+105.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#569
of 674 holders
Holding Since
Mar 2025
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 Jun 30, 2026True Wealth Design, LLC holds $591,683 across 11 Electrical Equipment & Parts names. AEIS ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
525 | $175,780 | |
| 2 | NVT |
nVent Electric plc
|
862 | $146,203 | |
| 3 | AYI |
Acuity Inc. (De)
|
264 | $99,438 | |
| 4 | ENS |
EnerSys
|
264 | $61,728 | |
| 5 | AEIS |
Advanced Energy Industries Inc
This page
|
148 | $55,184 | |
| 6 | BE |
Bloom Energy Corp
|
99 | $29,967 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
710 | $12,290 | |
| 8 | HUBB |
Hubbell Inc
|
10 | $5,232 |
All Filings in AEIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,184 | 148 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $23,235 | 72 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,074 | 72 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $12,250 | 72 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,540 | 72 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,431 | 36 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||