Geneos Wealth Management’s Ideal Power IPWR Stock Holding History

Geneos Wealth Management’s Portfolio IPWR Stock Details IPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-210	Closed	-$649	–	2524
2025 Q4	$649	Hold	210	–	–	﹤0.01%	2439
2025 Q3	$1.05K	Hold	210	–	–	﹤0.01%	2403
2025 Q2	$951	Sell	210 -210	-50%	-$1.01K	﹤0.01%	2995
2025 Q1	$2.18K	Buy	420 +210	+100%	+$1.32K	﹤0.01%	2961
2024 Q4	$1.59K	Hold	210	–	–	﹤0.01%	2670
2024 Q3	$1.72K	Hold	210	–	–	﹤0.01%	2330
2024 Q2	$1.48K	Hold	210	–	–	﹤0.01%	1932
2024 Q1	$1.87K	Hold	210	–	–	﹤0.01%	1914
2023 Q4	$1.63K	Hold	210	–	–	﹤0.01%	1951
2023 Q3	$2.04K	Hold	210	–	–	﹤0.01%	1936
2023 Q2	$2.48K	Hold	210	–	–	﹤0.01%	1895
2023 Q1	$2.19K	Hold	210	–	–	﹤0.01%	1888
2022 Q4	$2.25K	Hold	210	–	–	﹤0.01%	1861
2022 Q3	$2K	Buy	+210	New	+$2.58K	﹤0.01%	1842
2021 Q2	–	Sell	-300	Closed	-$2K	–	2986
2021 Q1	$2K	Sell	300 -200	-40%	-$3.02K	﹤0.01%	2893
2020 Q4	$6K	Buy	+500	New	+$3.57K	﹤0.01%	2419

Other funds holding IPWR

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Geneos Wealth Management's IPWR Position: Q1 2026 in Review

Geneos Wealth Management sold out of Ideal Power (IPWR) in Q1 2026, closing a stake of 210 shares — an estimated $649 sold.

Geneos Wealth Management first reported a position in IPWR in Q4 2020 and held it in 16 quarters. The position peaked at $6K in Q4 2020. 29 funds tracked by Wall St. Rank hold IPWR as of Q1 2026.

Geneos Wealth Management reported no remaining Ideal Power position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 210 Ideal Power shares in Q1 2026, an estimated $649.
Geneos Wealth Management first reported a position in Ideal Power in Q4 2020 and held it in 16 quarters.
Geneos Wealth Management's Ideal Power position peaked at $6K in Q4 2020.
29 funds tracked by Wall St. Rank held Ideal Power as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.