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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

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BlackRock
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Morgan Stanley
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return