Geneva Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
104,519
+3,796
| +4% | +$666K | 0.31% | 80 |
|
|
2025
Q1 | $18.2M | Sell |
100,723
-8,912
| -8% | -$1.61M | 0.34% | 77 |
|
|
2024
Q4 | $22.9M | Sell |
109,635
-13,390
| -11% | -$2.8M | 0.4% | 71 |
|
|
2024
Q3 | $26.4M | Sell |
123,025
-3,699
| -3% | -$793K | 0.44% | 71 |
|
|
2024
Q2 | $25.5M | Buy |
126,724
+7,990
| +7% | +$1.61M | 0.46% | 72 |
|
|
2024
Q1 | $29M | Sell |
118,734
-2,654
| -2% | -$648K | 0.51% | 66 |
|
|
2023
Q4 | $26.4M | Sell |
121,388
-4,316
| -3% | -$937K | 0.5% | 68 |
|
|
2023
Q3 | $26.1M | Sell |
125,704
-4,393
| -3% | -$914K | 0.55% | 62 |
|
|
2023
Q2 | $28M | Sell |
130,097
-8,403
| -6% | -$1.81M | 0.55% | 65 |
|
|
2023
Q1 | $32M | Sell |
138,500
-2,443
| -2% | -$564K | 0.65% | 59 |
|
|
2022
Q4 | $32.2M | Sell |
140,943
-11,669
| -8% | -$2.66M | 0.72% | 53 |
|
|
2022
Q3 | $30.5M | Sell |
152,612
-2,922
| -2% | -$584K | 0.7% | 57 |
|
|
2022
Q2 | $28.3M | Sell |
155,534
-2,864
| -2% | -$520K | 0.65% | 61 |
|
|
2022
Q1 | $30.4M | Sell |
158,398
-7,403
| -4% | -$1.42M | 0.59% | 71 |
|
|
2021
Q4 | $39.2M | Sell |
165,801
-5,665
| -3% | -$1.34M | 0.63% | 69 |
|
|
2021
Q3 | $35.5M | Sell |
171,466
-9,535
| -5% | -$1.97M | 0.6% | 72 |
|
|
2021
Q2 | $39.8M | Sell |
181,001
-8,428
| -4% | -$1.85M | 0.65% | 68 |
|
|
2021
Q1 | $39.7M | Buy |
189,429
+12,167
| +7% | +$2.55M | 0.68% | 65 |
|
|
2020
Q4 | $35.3M | Sell |
177,262
-20,294
| -10% | -$4.04M | 0.6% | 71 |
|
|
2020
Q3 | $36M | Sell |
197,556
-10,906
| -5% | -$1.99M | 0.74% | 59 |
|
|
2020
Q2 | $32.9M | Sell |
208,462
-4,964
| -2% | -$785K | 0.71% | 66 |
|
|
2020
Q1 | $29.5M | Buy |
+213,426
| New | +$29.5M | 0.84% | 56 |
|
|
2014
Q3 | $46.5M | Sell |
643,145
-154,753
| -19% | -$11.2M | 1.36% | 28 |
|
|
2014
Q2 | $64.4M | Sell |
797,898
-47,689
| -6% | -$3.85M | 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% | +$13.5M | 1.45% | 30 |
|
|
2013
Q3 | $44.4M | Sell |
681,037
-289,139
| -30% | -$18.9M | 1.06% | 48 |
|
|
2013
Q2 | $52.2M | Buy |
+970,176
| New | +$52.2M | 1.04% | 50 |
|