GI
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GAMMA Investing’s IDEX IEX Stock Holding History

GAMMA Investing’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$370K Buy
1,625
+304
+23% +$69.3K 0.01% 883
2026
Q2 		$300K Buy
1,321
+120
+10% +$25.4K 0.01% 977
2026
Q1 		$228K Buy
1,201
+155
+15% +$30.6K 0.01% 1023
2025
Q4 		$186K Buy
1,046
+50
+5% +$8.54K 0.01% 1097
2025
Q3 		$162K Sell
996
-309
-24% -$52.2K 0.01% 1135
2025
Q2 		$229K Buy
1,305
+390
+43% +$69.1K 0.01% 826
2025
Q1 		$166K Buy
915
+301
+49% +$59.9K 0.01% 878
2024
Q4 		$129K Buy
614
+495
+416% +$108K 0.01% 938
2024
Q3 		$25.5K Buy
119
+19
+19% +$3.83K ﹤0.01% 1955
2024
Q2 		$20.1K Buy
100
+43
+75% +$9.39K ﹤0.01% 1846
2024
Q1 		$13.9K Buy
57
+16
+39% +$3.61K ﹤0.01% 1872
2023
Q4 		$8.67K Buy
+41
New +$8.27K ﹤0.01% 1984

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

GAMMA Investing's IEX Position: Q3 2026 in Review

GAMMA Investing increased its IDEX (IEX) stake by 23% in Q3 2026, buying an estimated $69.3K and bringing the position to 1,625 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #883.

GAMMA Investing first reported a position in IEX in Q4 2023 and has held it in 12 quarters since. 18 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • GAMMA Investing held 1,625 shares of IDEX worth $370K as of Q3 2026.
  • GAMMA Investing bought 304 IDEX shares in Q3 2026, an estimated $69.3K.
  • IDEX made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #883 holding.
  • GAMMA Investing first reported a position in IDEX in Q4 2023 and has held it in 12 quarters since.
  • 18 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

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