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Genesis Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

Genesis Wealth Advisors’s Portfolio IDXX Stock Details IDXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$225K Hold
400
– – 0.15% 58
2025
Q4 		$271K Hold
400
– – 0.19% 50
2025
Q3 		$256K Hold
400
– – 0.18% 53
2025
Q2 		$215K Buy
+400
New +$191K 0.16% 59
2015
Q2 		$25.7K Hold
400
– – 0.02% 265
2015
Q1 		$30.4K Sell
400
-150
-27% -$11.7K 0.03% 249
2014
Q4 		$43.2K Buy
+550
New +$38.6K 0.03% 229

Other funds holding IDXX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Genesis Wealth Advisors's IDXX Position: Q1 2026 in Review

Genesis Wealth Advisors held its Idexx Laboratories (IDXX) position steady in Q1 2026 at 400 shares worth $225K. The position accounts for 0.15% of the portfolio, ranked #58.

Genesis Wealth Advisors first reported a position in IDXX in Q4 2014 and has held it in 7 quarters since. The position peaked at $271K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Genesis Wealth Advisors held 400 shares of Idexx Laboratories worth $225K as of Q1 2026.
  • Genesis Wealth Advisors left its Idexx Laboratories share count unchanged in Q1 2026.
  • Idexx Laboratories made up 0.15% of Genesis Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Genesis Wealth Advisors first reported a position in Idexx Laboratories in Q4 2014 and has held it in 7 quarters since.
  • Genesis Wealth Advisors's Idexx Laboratories position peaked at $271K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.