GI
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GAMMA Investing’s IES Holdings IESC Stock Holding History

GAMMA Investing’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214K Buy
667
+163
+32% +$53.9K 0.01% 1270
2026
Q2 		$185K Sell
504
-2
-0.4% -$646 0.01% 1321
2026
Q1 		$121K Buy
506
+18
+4% +$4.13K 0.01% 1531
2025
Q4 		$94.9K Buy
488
+62
+15% +$12.5K ﹤0.01% 1618
2025
Q3 		$84.7K Sell
426
-144
-25% -$24.8K ﹤0.01% 1621
2025
Q2 		$84.4K Buy
570
+58
+11% +$6.83K 0.01% 1565
2025
Q1 		$42.3K Buy
512
+42
+9% +$4.38K ﹤0.01% 1910
2024
Q4 		$47.2K Buy
470
+24
+5% +$2.88K ﹤0.01% 1704
2024
Q3 		$44.5K Buy
446
+70
+19% +$5.67K ﹤0.01% 1569
2024
Q2 		$26.2K Buy
376
+32
+9% +$2.25K ﹤0.01% 1670
2024
Q1 		$20.9K Buy
344
+14
+4% +$671 ﹤0.01% 1623
2023
Q4 		$13.5K Buy
+330
New +$11.5K ﹤0.01% 1733

Other funds holding IESC

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

GAMMA Investing's IESC Position: Q3 2026 in Review

GAMMA Investing increased its IES Holdings (IESC) stake by 32% in Q3 2026, buying an estimated $53.9K and bringing the position to 667 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #1270.

GAMMA Investing first reported a position in IESC in Q4 2023 and has held it in 12 quarters since. 11 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • GAMMA Investing held 667 shares of IES Holdings worth $214K as of Q3 2026.
  • GAMMA Investing bought 163 IES Holdings shares in Q3 2026, an estimated $53.9K.
  • IES Holdings made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1270 holding.
  • GAMMA Investing first reported a position in IES Holdings in Q4 2023 and has held it in 12 quarters since.
  • 11 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.