GWM
IPG

Geneos Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Geneos Wealth Management’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,327
Closed -$57K – 2828
2025
Q2 		$57K Buy
2,327
+60
+3% +$1.46K ﹤0.01% 1498
2025
Q1 		$61.6K Sell
2,267
-992
-30% -$27.2K ﹤0.01% 1376
2024
Q4 		$91.3K Sell
3,259
-40
-1% -$1.19K ﹤0.01% 1101
2024
Q3 		$104K Buy
+3,299
New +$101K ﹤0.01% 952
2023
Q4 		– Sell
-750
Closed -$21.5K – 2135
2023
Q3 		$21.5K Buy
+750
New +$25K ﹤0.01% 1351
2022
Q2 		– Sell
-47
Closed -$1K – 2686
2022
Q1 		$1K Sell
47
-128
-73% -$4.61K ﹤0.01% 2655
2021
Q4 		$6K Buy
+175
New +$6.36K ﹤0.01% 2350
2021
Q2 		– Sell
-1,353
Closed -$42K – 2985
2021
Q1 		$42K Buy
+1,353
New +$35.7K ﹤0.01% 1718
2020
Q1 		– Sell
-1,608
Closed -$37K – 2546
2019
Q4 		$37K Buy
1,608
+65
+4% +$1.43K ﹤0.01% 1409
2019
Q3 		$33K Buy
1,543
+903
+141% +$19.5K ﹤0.01% 1374
2019
Q2 		$14K Buy
+640
New +$14.2K ﹤0.01% 1782
2017
Q3 		– Sell
-95
Closed -$2K – 2129
2017
Q2 		$2K Buy
+95
New +$2.32K ﹤0.01% 1933

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geneos Wealth Management's IPG Position: Q3 2025 in Review

Geneos Wealth Management sold out of Interpublic Group of Companies (IPG) in Q3 2025, closing a stake of 2,327 shares — an estimated $57K sold.

Geneos Wealth Management first reported a position in IPG in Q2 2017 and held it in 12 quarters. The position peaked at $104K in Q3 2024. 640 funds tracked by Wall St. Rank hold IPG as of Q3 2025.

  • Geneos Wealth Management reported no remaining Interpublic Group of Companies position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,327 Interpublic Group of Companies shares in Q3 2025, an estimated $57K.
  • Geneos Wealth Management first reported a position in Interpublic Group of Companies in Q2 2017 and held it in 12 quarters.
  • Geneos Wealth Management's Interpublic Group of Companies position peaked at $104K in Q3 2024.
  • 640 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.