Position in AEIS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,074,984
+$146,225 QoQ
Shares Held
2,883
+0.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#330
of 677 holders
Holding Since
Dec 2022
15 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, 2026Baron Wealth Management LLC holds $1,401,043 across 2 Electrical Equipment & Parts names. AEIS ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEIS |
Advanced Energy Industries Inc
This page
|
2,883 | $1,074,984 | |
| 2 | ATKR |
Atkore Inc.
|
4,288 | $326,059 |
All Filings in AEIS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,074,984 | 2,883 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $928,759 | 2,878 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $602,357 | 2,877 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $489,492 | 2,877 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $381,202 | 2,877 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $274,206 | 2,877 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $332,667 | 2,877 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $302,775 | 2,877 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $313,228 | 2,880 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $293,396 | 2,877 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $313,362 | 2,877 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $296,676 | 2,877 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $320,641 | 2,877 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $281,946 | 2,877 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $246,789 | 2,877 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||