Baron Wealth Management
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Baron Wealth Management’s IBEX IBEX Stock Holding History

Baron Wealth Management’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$251K Buy
+5,791
New +$214K 0.06% 235
2026
Q1 		– Sell
-5,460
Closed -$208K – 287
2025
Q4 		$208K Buy
5,460
+312
+6% +$11.5K 0.06% 236
2025
Q3 		$209K Buy
+5,148
New +$164K 0.07% 218

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Acadian Asset Management
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Tieton Capital Management
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Pinnacle Associates
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Nuveen
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Baron Wealth Management's IBEX Position: Q3 2026 in Review

Baron Wealth Management opened a new position in IBEX (IBEX) in Q3 2026: 5,791 shares worth $251K. The stake represents 0.06% of the portfolio and ranks #235 among its holdings. This is a return to the name: Baron Wealth Management previously reported a position in IBEX as recently as Q4 2025.

Baron Wealth Management first reported a position in IBEX in Q3 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold IBEX as of Q3 2026.

  • Baron Wealth Management held 5,791 shares of IBEX worth $251K as of Q3 2026.
  • IBEX was a new Baron Wealth Management position in Q3 2026.
  • IBEX made up 0.06% of Baron Wealth Management's portfolio in Q3 2026, its #235 holding.
  • Baron Wealth Management first reported a position in IBEX in Q3 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held IBEX as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.