GC Wealth Management RIA’s IDEX IEX Stock Holding History

GC Wealth Management RIA’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
2025 Q4	–	Sell	-1,834	Closed	-$299K	–	678
2025 Q3	$299K	Buy	+1,834	New	+$310K	0.01%	708

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

GC Wealth Management RIA's IEX Position: Q4 2025 in Review

GC Wealth Management RIA sold out of IDEX (IEX) in Q4 2025, closing a stake of 1,834 shares — an estimated $299K sold.

GC Wealth Management RIA first reported a position in IEX in Q3 2025 and held it in 1 quarter. The position peaked at $299K in Q3 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

GC Wealth Management RIA reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 1,834 IDEX shares in Q4 2025, an estimated $299K.
GC Wealth Management RIA first reported a position in IDEX in Q3 2025 and held it in 1 quarter.
GC Wealth Management RIA's IDEX position peaked at $299K in Q3 2025.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.