Geneos Wealth Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $566K | Sell |
3,958
-15
| -0.4% | -$2.06K | 0.01% | 656 |
|
|
2025
Q4 | $503K | Buy |
3,973
+1,115
| +39% | +$145K | 0.01% | 658 |
|
|
2025
Q3 | $378K | Sell |
2,858
-1,233
| -30% | -$153K | 0.01% | 726 |
|
|
2025
Q2 | $472K | Buy |
4,091
+2,660
| +186% | +$308K | 0.01% | 728 |
|
|
2025
Q1 | $268K | Buy |
1,431
+907
| +173% | +$102K | ﹤0.01% | 1116 |
|
|
2024
Q4 | $57.3K | Buy |
524
+1
| +0.2% | +$110 | ﹤0.01% | 1265 |
|
|
2024
Q3 | $53.9K | Buy |
523
+165
| +46% | +$16.5K | ﹤0.01% | 1176 |
|
|
2024
Q2 | $33.3K | Hold |
358
| – | – | ﹤0.01% | 1208 |
|
|
2024
Q1 | $33.3K | Hold |
358
| – | – | ﹤0.01% | 1208 |
|
|
2023
Q4 | $35.2K | Hold |
358
| – | – | ﹤0.01% | 1174 |
|
|
2023
Q3 | $33.5K | Hold |
358
| – | – | ﹤0.01% | 1193 |
|
|
2023
Q2 | $36.7K | Hold |
358
| – | – | ﹤0.01% | 1180 |
|
|
2023
Q1 | $38.8K | Hold |
358
| – | – | ﹤0.01% | 1146 |
|
|
2022
Q4 | $38.6K | Hold |
358
| – | – | ﹤0.01% | 1138 |
|
|
2022
Q3 | $35K | Hold |
358
| – | – | ﹤0.01% | 1148 |
|
|
2022
Q2 | $39K | Hold |
358
| – | – | ﹤0.01% | 1388 |
|
|
2022
Q1 | $41K | Hold |
358
| – | – | ﹤0.01% | 1466 |
|
|
2021
Q4 | $40K | Hold |
358
| – | – | ﹤0.01% | 1574 |
|
|
2021
Q3 | $37K | Hold |
358
| – | – | ﹤0.01% | 1632 |
|
|
2021
Q2 | $34K | Hold |
358
| – | – | ﹤0.01% | 1651 |
|
|
2021
Q1 | $36K | Hold |
358
| – | – | ﹤0.01% | 1798 |
|
|
2020
Q4 | $36K | Sell |
358
-310
| -46% | -$28.2K | ﹤0.01% | 1612 |
|
|
2020
Q3 | $53K | Hold |
668
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q2 | $56K | Hold |
668
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q1 | $60K | Buy |
668
+310
| +87% | +$31.9K | ﹤0.01% | 1043 |
|
|
2019
Q4 | $38K | Sell |
358
-331
| -48% | -$35.4K | ﹤0.01% | 1399 |
|
|
2019
Q3 | $77K | Sell |
689
-9
| -1% | -$959 | ﹤0.01% | 994 |
|
|
2019
Q2 | $70K | Buy |
698
+340
| +95% | +$34.3K | ﹤0.01% | 1037 |
|
|
2019
Q1 | $35K | Sell |
358
-8
| -2% | -$777 | ﹤0.01% | 1322 |
|
|
2018
Q4 | $33K | Hold |
366
| – | – | ﹤0.01% | 1291 |
|
|
2018
Q3 | $36K | Hold |
366
| – | – | ﹤0.01% | 1321 |
|
|
2018
Q2 | $33K | Hold |
366
| – | – | ﹤0.01% | 1235 |
|
|
2018
Q1 | $32K | Hold |
366
| – | – | ﹤0.01% | 1200 |
|
|
2017
Q4 | $33K | Buy |
366
+60
| +20% | +$5.61K | ﹤0.01% | 1187 |
|
|
2017
Q3 | $26K | Hold |
306
| – | – | ﹤0.01% | 1225 |
|
|
2017
Q2 | $26K | Hold |
306
| – | – | ﹤0.01% | 1175 |
|
|
2017
Q1 | $25K | Buy |
306
+246
| +410% | +$19.8K | ﹤0.01% | 1159 |
|
|
2016
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 1690 |
|
|
2016
Q3 | $4K | Buy |
+60
| New | +$4.73K | ﹤0.01% | 1631 |
|
Other funds holding IDA
VPM
VCM
WHRC
Geneos Wealth Management's IDA Position: Q1 2026 in Review
Geneos Wealth Management reduced its Idacorp (IDA) stake by 0.38% in Q1 2026, selling an estimated $2.06K and leaving 3,958 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #656.
Geneos Wealth Management first reported a position in IDA in Q3 2016 and has held it in 39 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.
- Geneos Wealth Management held 3,958 shares of Idacorp worth $566K as of Q1 2026.
- Geneos Wealth Management sold 15 Idacorp shares in Q1 2026, an estimated $2.06K.
- Idacorp made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #656 holding.
- Geneos Wealth Management first reported a position in Idacorp in Q3 2016 and has held it in 39 quarters since.
- 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.