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Livermore
Livermore
ZHEN

Baron Wealth Management LLC

SEC CIK
0001968507
Latest filing
Jul 7, 2026

AEIS holding history

Advanced Energy Industries Inc in every 13F filed by Baron Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEIS overviewAll 13F holders of AEISFull Q2 2026 holdings

Shares (Q2 2026)
2,883
Value
$1.07M
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of AEIS by Baron Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,883$1.07M0.3%+5+0.2%AddedHolders
Q1 20262,878$928.8K0.3%+10.0%AddedHolders
Q4 20252,877$602.4K0.2%00.0%UnchangedHolders
Q3 20252,877$489.5K0.2%00.0%UnchangedHolders
Q2 20252,877$381.2K0.1%00.0%UnchangedHolders
Q1 20252,877$274.2K0.1%00.0%UnchangedHolders
Q4 20242,877$332.7K0.2%00.0%UnchangedHolders
Q3 20242,877$302.8K0.1%−3−0.1%ReducedHolders
Q2 20242,880$313.2K0.2%+3+0.1%AddedHolders
Q1 20242,877$293.4K0.2%00.0%UnchangedHolders
Q4 20232,877$313.4K0.2%00.0%UnchangedHolders
Q3 20232,877$296.7K0.2%00.0%UnchangedHolders
Q2 20232,877$320.6K0.2%00.0%UnchangedHolders
Q1 20232,877$281.9K0.2%00.0%UnchangedHolders
Q4 20222,877$246.8K0.2%–No prior filingHolders