Elevation Wealth Partners’s IPG Photonics IPGP Stock Holding History

Elevation Wealth Partners’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	$12.2K	Buy	+156	New	+$13.5K	﹤0.01%	826

Other funds holding IPGP

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Elevation Wealth Partners's IPGP Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in IPG Photonics (IPGP) in Q3 2026: 156 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #826 among its holdings.

10 funds tracked by Wall St. Rank hold IPGP as of Q3 2026.

Elevation Wealth Partners held 156 shares of IPG Photonics worth $12.2K as of Q3 2026.
IPG Photonics was a new Elevation Wealth Partners position in Q3 2026.
IPG Photonics made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #826 holding.
10 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.