Beacon Capital Management LLC (Tennessee)’s IperionX IPX Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio IPX Stock Details IPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,000	Closed	-$31.5K	–	562
2025 Q2	$31.5K	Hold	1,000	–	–	﹤0.01%	413
2025 Q1	$18K	Hold	1,000	–	–	﹤0.01%	496
2024 Q4	$34.4K	Hold	1,000	–	–	﹤0.01%	365
2024 Q3	$22.3K	Hold	1,000	–	–	﹤0.01%	470
2024 Q2	$13.9K	Hold	1,000	–	–	﹤0.01%	512
2024 Q1	$14.9K	Hold	1,000	–	–	﹤0.01%	504
2023 Q4	$9.77K	Hold	1,000	–	–	﹤0.01%	527
2023 Q3	$7.29K	Hold	1,000	–	–	﹤0.01%	625
2023 Q2	$7.29K	Hold	1,000	–	–	﹤0.01%	625
2023 Q1	$5.12K	Hold	1,000	–	–	﹤0.01%	622
2022 Q4	$4.5K	Buy	+1,000	New	+$5.12K	﹤0.01%	669

Other funds holding IPX

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPM

Symmetry Peak Management Radnor, Pennsylvania $359M AUM 146.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IPX Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of IperionX (IPX) in Q3 2025, closing a stake of 1,000 shares — an estimated $31.5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IPX in Q4 2022 and held it in 11 quarters. The position peaked at $34.4K in Q4 2024. 40 funds tracked by Wall St. Rank hold IPX as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining IperionX position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,000 IperionX shares in Q3 2025, an estimated $31.5K.
Beacon Capital Management LLC (Tennessee) first reported a position in IperionX in Q4 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s IperionX position peaked at $34.4K in Q4 2024.
40 funds tracked by Wall St. Rank held IperionX as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.