Optimize Financial Inc
Position in AEIS — Advanced Energy Industries Inc
CIK 2033266
LAGUNA HILLS, CA
Position in AEIS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$378,216
-$58,111 QoQ
Shares Held
1,172
-43.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Optimize Financial Inc holds $1,092,634 across 3 Electrical Equipment & Parts names. AEIS ranks #1 (34.6% of the industry book) .
All Filings in AEIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $378,216 | 1,172 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $436,327 | 2,084 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $349,807 | 2,056 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||