Position in G
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$397,890
+$126,996 QoQ
Shares Held
14,469
+123.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#278
of 474 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $100,110,101 across 18 Information Technology Services names. G ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
249,165 | $70,067,649 | |
| 2 | ACN |
Accenture plc
|
186,062 | $23,153,519 | |
| 3 | EFOR |
Everforth Inc
|
66,161 | $1,182,279 | |
| 4 | SAIC |
Science Applications International Corp
|
10,465 | $1,155,432 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
10,490 | $1,080,149 | |
| 6 | CACI |
Caci International Inc /De/
|
986 | $456,770 | |
| 7 | VRRM |
VERRA MOBILITY Corp
|
105,538 | $448,525 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
10,361 | $401,274 |
All Filings in G
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,890 | 14,469 | Shares | Other | 2026-08-03 | |
| 2025-09-30 | $270,894 | 6,467 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $265,065 | 6,023 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $321,263 | 6,377 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $334,614 | 7,791 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $257,958 | 6,579 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $849,232 | 26,382 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,958,773 | 59,447 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,390,264 | 97,674 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,528,146 | 42,214 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||