Rialto Wealth Management, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 2054966
SYRACUSE, NY
Position in AEIS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,457
+$1,326 QoQ
Shares Held
20
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#629
of 677 holders
Holding Since
Jun 2025
5 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, 2026Rialto Wealth Management, LLC holds $198,687 across 17 Electrical Equipment & Parts names. AEIS ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
243 | $127,137 | |
| 2 | VRT |
Vertiv Holdings Co
|
53 | $17,745 | |
| 3 | BE |
Bloom Energy Corp
|
46 | $13,924 | |
| 4 | NVT |
nVent Electric plc
|
82 | $13,908 | |
| 5 | AEIS |
Advanced Energy Industries Inc
This page
|
20 | $7,457 | |
| 6 | TE |
T1 Energy Inc.
|
558 | $5,289 | |
| 7 | AYI |
Acuity Inc. (De)
|
14 | $5,273 | |
| 8 | ENS |
EnerSys
|
8 | $1,870 |
All Filings in AEIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,457 | 20 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,131 | 19 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,559 | 17 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,892 | 17 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,252 | 17 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||