Geode Capital Management’s Ideal Power IPWR Stock Holding History

Geode Capital Management’s Portfolio IPWR Stock Details IPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$644K	Buy	120,159 +20,914	+21%	+$106K	﹤0.01%	3504
2026 Q1	$281K	Buy	99,245 +16,621	+20%	+$58.9K	﹤0.01%	3806
2025 Q4	$255K	Buy	82,624 +670	+0.8%	+$2.95K	﹤0.01%	3830
2025 Q3	$412K	Buy	81,954 +157	+0.2%	+$811	﹤0.01%	3696
2025 Q2	$371K	Sell	81,797 -118	-0.1%	-$570	﹤0.01%	3651
2025 Q1	$426K	Buy	81,915 +4,251	+5%	+$26.7K	﹤0.01%	3605
2024 Q4	$586K	Sell	77,664 -213	-0.3%	-$1.51K	﹤0.01%	3552
2024 Q3	$639K	Buy	77,877 +9,075	+13%	+$70.1K	﹤0.01%	3515
2024 Q2	$486K	Buy	68,802 +8,460	+14%	+$63.4K	﹤0.01%	3571
2024 Q1	$537K	Buy	60,342 +6,888	+13%	+$62.1K	﹤0.01%	3587
2023 Q4	$415K	Hold	53,454	–	–	﹤0.01%	3684
2023 Q3	$523K	Buy	53,454 +3,455	+7%	+$38.2K	﹤0.01%	3587
2023 Q2	$590K	Hold	49,999	–	–	﹤0.01%	3576
2023 Q1	$522K	Hold	49,999	–	–	﹤0.01%	3627
2022 Q4	$530K	Buy	49,999 +716	+1%	+$8.07K	﹤0.01%	3637
2022 Q3	$510K	Buy	49,283 +308	+0.6%	+$3.79K	﹤0.01%	3715
2022 Q2	$599K	Buy	48,975 +1,172	+2%	+$12K	﹤0.01%	3664
2022 Q1	$420K	Hold	47,803	–	–	﹤0.01%	4027
2021 Q4	$576K	Sell	47,803 -1,456	-3%	-$19.5K	﹤0.01%	3973
2021 Q3	$749K	Buy	49,259 +10,597	+27%	+$158K	﹤0.01%	3832
2021 Q2	$491K	Buy	38,662 +10,958	+40%	+$119K	﹤0.01%	3953
2021 Q1	$366K	Buy	+27,704	New	+$419K	﹤0.01%	3917
2019 Q3	–	Sell	-6,528	Closed	-$20K	–	4218
2019 Q2	$20K	Hold	6,528	–	–	﹤0.01%	4159
2019 Q1	$22K	Hold	6,528	–	–	﹤0.01%	4084
2018 Q4	$16K	Hold	6,528	–	–	﹤0.01%	4106
2018 Q3	$41K	Hold	6,528	–	–	﹤0.01%	4041
2018 Q2	$69K	Buy	6,528 +595	+10%	+$7.22K	﹤0.01%	3938
2018 Q1	$67K	Hold	5,933	–	–	﹤0.01%	3912
2017 Q4	$84K	Hold	5,933	–	–	﹤0.01%	3856
2017 Q3	$153K	Hold	5,933	–	–	﹤0.01%	3731
2017 Q2	$124K	Hold	5,933	–	–	﹤0.01%	3797
2017 Q1	$192K	Buy	5,933 +3,811	+180%	+$105K	﹤0.01%	3666
2016 Q4	$70K	Hold	2,122	–	–	﹤0.01%	3856
2016 Q3	$109K	Hold	2,122	–	–	﹤0.01%	3783
2016 Q2	$104K	Hold	2,122	–	–	﹤0.01%	3794
2016 Q1	$95	Hold	2,122	–	–	﹤0.01%	3844
2015 Q4	$169K	Hold	2,122	–	–	﹤0.01%	3736
2015 Q3	$140K	Hold	2,122	–	–	﹤0.01%	3803
2015 Q2	$178K	Buy	2,122 +936	+79%	+$85.4K	﹤0.01%	3620
2015 Q1	$112K	Hold	1,186	–	–	﹤0.01%	3737
2014 Q4	$86K	Hold	1,186	–	–	﹤0.01%	3810
2014 Q3	$89K	Buy	1,186 +135	+13%	+$10.7K	﹤0.01%	3770
2014 Q2	$96K	Hold	1,051	–	–	﹤0.01%	3705
2014 Q1	$84K	Buy	+1,051	New	+$83.1K	﹤0.01%	3691

Other funds holding IPWR

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management's IPWR Position: Q2 2026 in Review

Geode Capital Management increased its Ideal Power (IPWR) stake by 21% in Q2 2026, buying an estimated $106K and bringing the position to 120,159 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #3504.

Geode Capital Management first reported a position in IPWR in Q1 2014 and has held it in 44 quarters since. The position peaked at $749K in Q3 2021. 43 funds tracked by Wall St. Rank hold IPWR as of Q2 2026.

Geode Capital Management held 120,159 shares of Ideal Power worth $644K as of Q2 2026.
Geode Capital Management bought 20,914 Ideal Power shares in Q2 2026, an estimated $106K.
Ideal Power made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3504 holding.
Geode Capital Management first reported a position in Ideal Power in Q1 2014 and has held it in 44 quarters since.
Geode Capital Management's Ideal Power position peaked at $749K in Q3 2021.
43 funds tracked by Wall St. Rank held Ideal Power as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.