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Portfolio (Quarterly) Guide ↗

Guinness Atkinson Asset Management Inc

· CIK 0001409765
13F Portfolio $212M AUM 123 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 30 New 33 Added 46 Reduced 1 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SU SUNCOR ENERGY INC NEW Energy 8,373.0 $366K 0.17% -2K -20.2% $43.76 +55.0%
42 GOOG ALPHABET INC Communication Services 1,098.0 $345K 0.16% -438.0 -28.5% $314.39 +22.0%
43 IMO IMPERIAL OIL LTD Energy 4,012.0 $345K 0.16% -574.0 -12.5% $85.91 +55.8%
44 TSLA TESLA INC Consumer Cyclical 740.0 $340K 0.16% -138.0 -15.7% $459.64 -9.2%
45 PWR QUANTA SVCS INC Industrials 740.0 $319K 0.15% -192.0 -20.6% $431.03 +64.7%
46 BKR BAKER HUGHES COMPANY Energy 5,720.0 $260K 0.12% -797.0 -12.2% $45.38 +45.0%
Page 3 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.7%
Financial Services 11.9%
Healthcare 10.9%
Industrials 10.8%
Communication Services 9.8%
Consumer Cyclical 4.1%
Energy 3.9%
Consumer Defensive 2.1%
Utilities 0.9%
Real Estate 0.0%