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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.4M | Buy |
98,720
+4,803
| +5% | +$1.02M | 0.51% | 56 |
|
|
2026
Q1 | $17.8M | Sell |
93,917
-4,165
| -4% | -$822K | 0.38% | 67 |
|
|
2025
Q4 | $17.5M | Sell |
98,082
-1,333
| -1% | -$228K | 0.33% | 78 |
|
|
2025
Q3 | $16.2M | Sell |
99,415
-5,104
| -5% | -$862K | 0.28% | 80 |
|
|
2025
Q2 | $18.4M | Buy |
104,519
+3,796
| +4% | +$673K | 0.31% | 80 |
|
|
2025
Q1 | $18.2M | Sell |
100,723
-8,912
| -8% | -$1.77M | 0.34% | 77 |
|
|
2024
Q4 | $22.9M | Sell |
109,635
-13,390
| -11% | -$2.93M | 0.4% | 71 |
|
|
2024
Q3 | $26.4M | Sell |
123,025
-3,699
| -3% | -$746K | 0.44% | 71 |
|
|
2024
Q2 | $25.5M | Buy |
126,724
+7,990
| +7% | +$1.75M | 0.46% | 72 |
|
|
2024
Q1 | $29M | Sell |
118,734
-2,654
| -2% | -$599K | 0.51% | 66 |
|
|
2023
Q4 | $26.4M | Sell |
121,388
-4,316
| -3% | -$871K | 0.5% | 68 |
|
|
2023
Q3 | $26.1M | Sell |
125,704
-4,393
| -3% | -$953K | 0.55% | 62 |
|
|
2023
Q2 | $28M | Sell |
130,097
-8,403
| -6% | -$1.77M | 0.55% | 65 |
|
|
2023
Q1 | $32M | Sell |
138,500
-2,443
| -2% | -$555K | 0.65% | 59 |
|
|
2022
Q4 | $32.2M | Sell |
140,943
-11,669
| -8% | -$2.61M | 0.72% | 53 |
|
|
2022
Q3 | $30.5M | Sell |
152,612
-2,922
| -2% | -$591K | 0.7% | 57 |
|
|
2022
Q2 | $28.3M | Sell |
155,534
-2,864
| -2% | -$540K | 0.65% | 61 |
|
|
2022
Q1 | $30.4M | Sell |
158,398
-7,403
| -4% | -$1.5M | 0.59% | 71 |
|
|
2021
Q4 | $39.2M | Sell |
165,801
-5,665
| -3% | -$1.29M | 0.63% | 69 |
|
|
2021
Q3 | $35.5M | Sell |
171,466
-9,535
| -5% | -$2.12M | 0.6% | 72 |
|
|
2021
Q2 | $39.8M | Sell |
181,001
-8,428
| -4% | -$1.86M | 0.65% | 68 |
|
|
2021
Q1 | $39.7M | Buy |
189,429
+12,167
| +7% | +$2.41M | 0.68% | 65 |
|
|
2020
Q4 | $35.3M | Sell |
177,262
-20,294
| -10% | -$3.86M | 0.6% | 71 |
|
|
2020
Q3 | $36M | Sell |
197,556
-10,906
| -5% | -$1.89M | 0.74% | 59 |
|
|
2020
Q2 | $32.9M | Sell |
208,462
-4,964
| -2% | -$759K | 0.71% | 66 |
|
|
2020
Q1 | $29.5M | Buy |
+213,426
| New | +$33.5M | 0.84% | 56 |
|
|
2014
Q3 | $46.5M | Sell |
643,145
-154,753
| -19% | -$11.9M | 1.36% | 28 |
|
|
2014
Q2 | $64.4M | Sell |
797,898
-47,689
| -6% | -$3.61M | 1.58% | 24 |
|
|
2014
Q1 | $61.6M | Sell |
845,587
-18,076
| -2% | -$1.32M | 1.44% | 27 |
|
|
2013
Q4 | $63.8M | Buy |
863,663
+182,626
| +27% | +$12.7M | 1.45% | 30 |
|
|
2013
Q3 | $44.4M | Sell |
681,037
-289,139
| -30% | -$17.5M | 1.06% | 48 |
|
|
2013
Q2 | $52.2M | Buy |
+970,176
| New | +$51.7M | 1.04% | 50 |
|
Other funds holding IEX
Geneva Capital Management's IEX Position: Q2 2026 in Review
Geneva Capital Management increased its IDEX (IEX) stake by 5.1% in Q2 2026, buying an estimated $1.02M and bringing the position to 98,720 shares worth $22.4M. The position accounts for 0.51% of the portfolio, ranked #56.
Geneva Capital Management first reported a position in IEX in Q2 2013 and has held it in 32 quarters since. The position peaked at $64.4M in Q2 2014. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Geneva Capital Management held 98,720 shares of IDEX worth $22.4M as of Q2 2026.
- Geneva Capital Management bought 4,803 IDEX shares in Q2 2026, an estimated $1.02M.
- IDEX made up 0.51% of Geneva Capital Management's portfolio in Q2 2026, its #56 holding.
- Geneva Capital Management first reported a position in IDEX in Q2 2013 and has held it in 32 quarters since.
- Geneva Capital Management's IDEX position peaked at $64.4M in Q2 2014.
- 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.