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Geneos Wealth Management’s IDEX IEX Stock Holding History

Geneos Wealth Management’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
Q2 		$1.62K Sell
7
-30
-81% -$6.35K ﹤0.01% 2359
2026
Q1 		$7.04K Sell
37
-8
-18% -$1.58K ﹤0.01% 2079
2025
Q4 		$8.04K Sell
45
-40
-47% -$6.83K ﹤0.01% 2021
2025
Q3 		$13.8K Sell
85
-6
-7% -$1.01K ﹤0.01% 1858
2025
Q2 		$16K Buy
91
+25
+38% +$4.43K ﹤0.01% 2132
2025
Q1 		$11.9K Buy
66
+53
+408% +$10.6K ﹤0.01% 2186
2024
Q4 		$2.72K Hold
13
– – ﹤0.01% 2517
2024
Q3 		$2.79K Buy
+13
New +$2.62K ﹤0.01% 2218
2023
Q1 		– Sell
-70
Closed -$16K – 2071
2022
Q4 		$16K Buy
+70
New +$15.6K ﹤0.01% 1403
2021
Q2 		– Sell
-38
Closed -$8K – 2979
2021
Q1 		$8K Buy
+38
New +$7.53K ﹤0.01% 2475
2020
Q4 		– Sell
-21
Closed -$3K – 2937
2020
Q3 		$3K Hold
21
– – ﹤0.01% 2314
2020
Q2 		$3K Hold
21
– – ﹤0.01% 2277
2020
Q1 		$2K Hold
21
– – ﹤0.01% 2259
2019
Q4 		$3K Sell
21
-48
-70% -$7.77K ﹤0.01% 2303
2019
Q3 		$11K Hold
69
– – ﹤0.01% 1859
2019
Q2 		$11K Hold
69
– – ﹤0.01% 1876
2019
Q1 		$10K Sell
69
-115
-63% -$16.3K ﹤0.01% 1840
2018
Q4 		$22K Sell
184
-55
-23% -$7.36K ﹤0.01% 1458
2018
Q3 		$36K Buy
+239
New +$35.6K ﹤0.01% 1322
2018
Q1 		– Sell
-69
Closed -$9K – 2204
2017
Q4 		$9K Hold
69
– – ﹤0.01% 1671
2017
Q3 		$8K Hold
69
– – ﹤0.01% 1638
2017
Q2 		$7K Hold
69
– – ﹤0.01% 1637
2017
Q1 		$6K Hold
69
– – ﹤0.01% 1643
2016
Q4 		$6K Hold
69
– – ﹤0.01% 1579
2016
Q3 		$6K Buy
+69
New +$6.23K ﹤0.01% 1512

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geneos Wealth Management's IEX Position: Q2 2026 in Review

Geneos Wealth Management reduced its IDEX (IEX) stake by 81% in Q2 2026, selling an estimated $6.35K and leaving 7 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Geneos Wealth Management first reported a position in IEX in Q3 2016 and has held it in 25 quarters since. The position peaked at $36K in Q3 2018. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Geneos Wealth Management held 7 shares of IDEX worth $1.62K as of Q2 2026.
  • Geneos Wealth Management sold 30 IDEX shares in Q2 2026, an estimated $6.35K.
  • IDEX made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2359 holding.
  • Geneos Wealth Management first reported a position in IDEX in Q3 2016 and has held it in 25 quarters since.
  • Geneos Wealth Management's IDEX position peaked at $36K in Q3 2018.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.