Geneva Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
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|
2025
Q1 | $18.2M | Sell |
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|
2024
Q4 | $22.9M | Sell |
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|
2024
Q3 | $26.4M | Sell |
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|
2024
Q2 | $25.5M | Buy |
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|
2024
Q1 | $29M | Sell |
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|
2023
Q4 | $26.4M | Sell |
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|
2023
Q3 | $26.1M | Sell |
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|
2023
Q2 | $28M | Sell |
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|
2023
Q1 | $32M | Sell |
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|
2022
Q4 | $32.2M | Sell |
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|
2022
Q3 | $30.5M | Sell |
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|
2022
Q2 | $28.3M | Sell |
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|
2022
Q1 | $30.4M | Sell |
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|
2021
Q4 | $39.2M | Sell |
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|
2021
Q3 | $35.5M | Sell |
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|
2021
Q2 | $39.8M | Sell |
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|
2021
Q1 | $39.7M | Buy |
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|
2020
Q4 | $35.3M | Sell |
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|
2020
Q3 | $36M | Sell |
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|
2020
Q2 | $32.9M | Sell |
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|
2020
Q1 | $29.5M | Buy |
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|
2014
Q3 | $46.5M | Sell |
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|
2014
Q2 | $64.4M | Sell |
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|
2014
Q1 | $61.6M | Sell |
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|
2013
Q4 | $63.8M | Buy |
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|
2013
Q3 | $44.4M | Sell |
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|
2013
Q2 | $52.2M | Buy |
|