Generali Asset Management’s IDEX IEX Stock Holding History

Generali Asset 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	$115K	Buy	508 +102	+25%	+$21.6K	﹤0.01%	461
2026 Q1	$77K	Hold	406	–	–	﹤0.01%	446
2025 Q4	$72.2K	Hold	406	–	–	﹤0.01%	448
2025 Q3	$66.1K	Sell	406 -5,072	-93%	-$857K	﹤0.01%	472
2025 Q2	$962K	Buy	5,478 +349	+7%	+$61.9K	0.02%	413
2025 Q1	$928K	Buy	5,129 +543	+12%	+$108K	0.02%	394
2024 Q4	$960K	Buy	+4,586	New	+$1M	0.02%	365

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Generali Asset Management's IEX Position: Q2 2026 in Review

Generali Asset Management increased its IDEX (IEX) stake by 25% in Q2 2026, buying an estimated $21.6K and bringing the position to 508 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Generali Asset Management first reported a position in IEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $962K in Q2 2025. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Generali Asset Management held 508 shares of IDEX worth $115K as of Q2 2026.
Generali Asset Management bought 102 IDEX shares in Q2 2026, an estimated $21.6K.
IDEX made up ﹤0.01% of Generali Asset Management's portfolio in Q2 2026, its #461 holding.
Generali Asset Management first reported a position in IDEX in Q4 2024 and has held it in 7 quarters since.
Generali Asset Management's IDEX position peaked at $962K in Q2 2025.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.