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Genesis Wealth Advisors’s IPG Photonics IPGP Stock Holding History

Genesis Wealth Advisors’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$34.1K Hold
400
– – 0.03% 226
2015
Q1 		$36.8K Hold
400
– – 0.03% 227
2014
Q4 		$39.1K Buy
+400
New +$28.5K 0.03% 239

Other funds holding IPGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Genesis Wealth Advisors's IPGP Position: Q2 2015 in Review

Genesis Wealth Advisors held its IPG Photonics (IPGP) position steady in Q2 2015 at 400 shares worth $34.1K. The position accounts for 0.03% of the portfolio, ranked #226.

Genesis Wealth Advisors first reported a position in IPGP in Q4 2014 and has held it in 3 quarters since. The position peaked at $39.1K in Q4 2014. 301 funds tracked by Wall St. Rank hold IPGP as of Q2 2015.

  • Genesis Wealth Advisors held 400 shares of IPG Photonics worth $34.1K as of Q2 2015.
  • Genesis Wealth Advisors left its IPG Photonics share count unchanged in Q2 2015.
  • IPG Photonics made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #226 holding.
  • Genesis Wealth Advisors first reported a position in IPG Photonics in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's IPG Photonics position peaked at $39.1K in Q4 2014.
  • 301 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.