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Portfolio (Quarterly) Guide ↗

Guinness Atkinson Asset Management Inc

· CIK 0001409765
13F Portfolio $223M AUM 107 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 37 Added 41 Reduced 21 Exited
Page 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 145.0 $12K 0.01% NEW $81.16 -9.2%
102 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 320.0 $12K 0.01% $36.49 +1.8%
103 WEC WEC ENERGY GROUP INC Utilities 98.0 $11K 0.01% $116.77 -9.3%
104 DLR DIGITAL RLTY TR INC Real Estate 63.0 $11K 0.01% $179.59 +4.9%
105 AMT AMERICAN TOWER CORP Real Estate 66.0 $11K 0.01% +7.0 +11.9% $163.58 +7.5%
106 WTRG ESSENTIAL UTILS INC Utilities 276.0 $11K 0.01% $38.31 +8.8%
107 SBAC SBA COMMUNICATIONS CORP Real Estate 56.0 $10K 0.00% $176.46 +7.4%
Page 6 of 6  ·  107 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 47.6%
Financial Services 13.5%
Industrials 10.5%
Healthcare 9.2%
Communication Services 8.5%
Consumer Cyclical 4.1%
Energy 3.9%
Consumer Defensive 1.9%
Utilities 0.7%
Real Estate 0.0%