GeoWealth Management’s IDEX IEX Stock Holding History

GeoWealth Management’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-23	Closed	-$4.81K	–	1420
2024 Q4	$4.81K	Sell	23 -4	-15%	-$875	﹤0.01%	1558
2024 Q3	$5.79K	Buy	+27	New	+$5.44K	﹤0.01%	1437

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's IEX Position: Q1 2025 in Review

GeoWealth Management sold out of IDEX (IEX) in Q1 2025, closing a stake of 23 shares — an estimated $4.81K sold.

GeoWealth Management first reported a position in IEX in Q3 2024 and held it in 2 quarters. The position peaked at $5.79K in Q3 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

GeoWealth Management reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 23 IDEX shares in Q1 2025, an estimated $4.81K.
GeoWealth Management first reported a position in IDEX in Q3 2024 and held it in 2 quarters.
GeoWealth Management's IDEX position peaked at $5.79K in Q3 2024.
638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.