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Geneos Wealth Management’s Intrepid Potash IPI Stock Holding History

Geneos Wealth Management’s Portfolio IPI Stock Details IPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1K Sell
34
-16
-32% -$609 ﹤0.01% 2411
2026
Q1 		$2.14K Hold
50
– – ﹤0.01% 2307
2025
Q4 		$1.39K Hold
50
– – ﹤0.01% 2370
2025
Q3 		$1.53K Hold
50
– – ﹤0.01% 2359
2025
Q2 		$1.79K Hold
50
– – ﹤0.01% 2841
2025
Q1 		$1.47K Hold
50
– – ﹤0.01% 2842
2024
Q4 		$1.1K Hold
50
– – ﹤0.01% 2748
2024
Q3 		$1.2K Hold
50
– – ﹤0.01% 2407
2024
Q2 		$1.17K Hold
50
– – ﹤0.01% 1963
2024
Q1 		$1.04K Hold
50
– – ﹤0.01% 2011
2023
Q4 		$1.2K Hold
50
– – ﹤0.01% 1992
2023
Q3 		$1.26K Hold
50
– – ﹤0.01% 1995
2023
Q2 		$1.14K Hold
50
– – ﹤0.01% 2008
2023
Q1 		$1.38K Hold
50
– – ﹤0.01% 1957
2022
Q4 		$1.44K Hold
50
– – ﹤0.01% 1924
2022
Q3 		$1K Hold
50
– – ﹤0.01% 1938
2022
Q2 		$2K Hold
50
– – ﹤0.01% 2393
2022
Q1 		$4K Sell
50
-50
-50% -$2.76K ﹤0.01% 2406
2021
Q4 		$4K Hold
100
– – ﹤0.01% 2460
2021
Q3 		$3K Hold
100
– – ﹤0.01% 2572
2021
Q2 		$3K Hold
100
– – ﹤0.01% 2578
2021
Q1 		$3K Hold
100
– – ﹤0.01% 2801
2020
Q4 		$3K Buy
+100
New +$1.24K ﹤0.01% 2620

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Geneos Wealth Management reduced its Intrepid Potash (IPI) stake by 32% in Q2 2026, selling an estimated $609 and leaving 34 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Geneos Wealth Management first reported a position in IPI in Q4 2020 and has held it in 23 quarters since. The position peaked at $4K in Q1 2022. 152 funds tracked by Wall St. Rank hold IPI as of Q2 2026.

  • Geneos Wealth Management held 34 shares of Intrepid Potash worth $1.1K as of Q2 2026.
  • Geneos Wealth Management sold 16 Intrepid Potash shares in Q2 2026, an estimated $609.
  • Intrepid Potash made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2411 holding.
  • Geneos Wealth Management first reported a position in Intrepid Potash in Q4 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's Intrepid Potash position peaked at $4K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2026.

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