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Gen-Wealth Partners’s IDEX IEX Stock Holding History

Gen-Wealth Partners’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
Q3 		– Sell
-1,481
Closed -$260K – 703
2025
Q2 		$260K Buy
1,481
+165
+13% +$29.3K 0.1% 188
2025
Q1 		$238K Sell
1,316
-7
-0.5% -$1.39K 0.1% 189
2024
Q4 		$277K Buy
1,323
+18
+1% +$3.94K 0.12% 171
2024
Q3 		$285K Buy
1,305
+318
+32% +$64.1K 0.12% 173
2024
Q2 		$199K Buy
987
+208
+27% +$45.4K 0.1% 209
2024
Q1 		$190K Buy
+779
New +$176K 0.09% 208

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gen-Wealth Partners's IEX Position: Q3 2025 in Review

Gen-Wealth Partners sold out of IDEX (IEX) in Q3 2025, closing a stake of 1,481 shares — an estimated $260K sold.

Gen-Wealth Partners first reported a position in IEX in Q1 2024 and held it in 6 quarters. The position peaked at $285K in Q3 2024. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • Gen-Wealth Partners reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,481 IDEX shares in Q3 2025, an estimated $260K.
  • Gen-Wealth Partners first reported a position in IDEX in Q1 2024 and held it in 6 quarters.
  • Gen-Wealth Partners's IDEX position peaked at $285K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Gen-Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.