CVFG LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 2050974 SHELBYVILLE, IN

Position in AEIS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,408,031

+$458,462 QoQ

Shares Held

9,140

0.0% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#236

of 677 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CVFG LLC holds $34,196,515 across 4 Electrical Equipment & Parts names. AEIS ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp	54,675	$16,550,122
2	VRT	Vertiv Holdings Co	34,282	$11,478,299
3	AEIS	Advanced Energy Industries Inc This page	9,140	$3,408,031
4	NVT	nVent Electric plc	16,273	$2,760,063

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,408,031	9,140	0.0%	Shares	Sole	2026-08-11
2026-03-31	$2,949,569	9,140	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.