Bailard’s Ideal Power IPWR Stock Holding History

Bailard’s Portfolio IPWR Stock Details IPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$80K	Hold	20,365	–	–	﹤0.01%	742
2026 Q2	$109K	Hold	20,365	–	–	﹤0.01%	757
2026 Q1	$57.6K	Hold	20,365	–	–	﹤0.01%	735
2025 Q4	$62.9K	Sell	20,365 -2,175	-10%	-$9.6K	﹤0.01%	740
2025 Q3	$113K	Hold	22,540	–	–	﹤0.01%	761
2025 Q2	$102K	Sell	22,540 -202	-0.9%	-$977	﹤0.01%	737
2025 Q1	$118K	Buy	22,742 +202	+0.9%	+$1.27K	﹤0.01%	716
2024 Q4	$170K	Sell	22,540 -375	-2%	-$2.65K	﹤0.01%	698
2024 Q3	$188K	Sell	22,915 -2,700	-11%	-$20.9K	﹤0.01%	714
2024 Q2	$181K	Buy	25,615 +3,100	+14%	+$23.2K	0.01%	693
2024 Q1	$200K	Hold	22,515	–	–	0.01%	694
2023 Q4	$175K	Hold	22,515	–	–	0.01%	670
2023 Q3	$218K	Buy	22,515 +3,181	+16%	+$35.2K	0.01%	643
2023 Q2	$228K	Buy	19,334 +1,388	+8%	+$14.5K	0.01%	597
2023 Q1	$188K	Hold	17,946	–	–	0.01%	662
2022 Q4	$191K	Buy	+17,946	New	+$202K	0.01%	659

Other funds holding IPWR

ACM

AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bailard's IPWR Position: Q3 2026 in Review

Bailard held its Ideal Power (IPWR) position steady in Q3 2026 at 20,365 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Bailard first reported a position in IPWR in Q4 2022 and has held it in 16 quarters since. The position peaked at $228K in Q2 2023. 26 funds tracked by Wall St. Rank hold IPWR as of Q3 2026.

Bailard held 20,365 shares of Ideal Power worth $80K as of Q3 2026.
Bailard left its Ideal Power share count unchanged in Q3 2026.
Ideal Power made up ﹤0.01% of Bailard's portfolio in Q3 2026, its #742 holding.
Bailard first reported a position in Ideal Power in Q4 2022 and has held it in 16 quarters since.
Bailard's Ideal Power position peaked at $228K in Q2 2023.
26 funds tracked by Wall St. Rank held Ideal Power as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.