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CoreCap Advisors’s IPG Photonics IPGP Stock Holding History

CoreCap Advisors’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-29
Closed -$3.4K – 3258
2026
Q2 		$3.4K Sell
29
-3
-9% -$345 ﹤0.01% 2387
2026
Q1 		$3.67K Buy
+32
New +$3.48K ﹤0.01% 2264
2022
Q3 		– Sell
-634
Closed -$60K – 1282
2022
Q2 		$60K Buy
+634
New +$62.7K ﹤0.01% 877

Other funds holding IPGP

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's IPGP Position: Q3 2026 in Review

CoreCap Advisors sold out of IPG Photonics (IPGP) in Q3 2026, closing a stake of 29 shares — an estimated $3.4K sold.

CoreCap Advisors first reported a position in IPGP in Q2 2022 and held it in 3 quarters. The position peaked at $60K in Q2 2022. 14 funds tracked by Wall St. Rank hold IPGP as of Q3 2026.

  • CoreCap Advisors reported no remaining IPG Photonics position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 29 IPG Photonics shares in Q3 2026, an estimated $3.4K.
  • CoreCap Advisors first reported a position in IPG Photonics in Q2 2022 and held it in 3 quarters.
  • CoreCap Advisors's IPG Photonics position peaked at $60K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.