GeoWealth Management’s IPG Photonics IPGP Stock Holding History

GeoWealth Management’s Portfolio IPGP Stock Details IPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-240	Closed	-$17.5K	–	1438
2024 Q4	$17.5K	Buy	+240	New	+$18.4K	﹤0.01%	1404

Other funds holding IPGP

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

GeoWealth Management's IPGP Position: Q1 2025 in Review

GeoWealth Management sold out of IPG Photonics (IPGP) in Q1 2025, closing a stake of 240 shares — an estimated $17.5K sold.

GeoWealth Management first reported a position in IPGP in Q4 2024 and held it in 1 quarter. The position peaked at $17.5K in Q4 2024. 265 funds tracked by Wall St. Rank hold IPGP as of Q1 2025.

GeoWealth Management reported no remaining IPG Photonics position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 240 IPG Photonics shares in Q1 2025, an estimated $17.5K.
GeoWealth Management first reported a position in IPG Photonics in Q4 2024 and held it in 1 quarter.
GeoWealth Management's IPG Photonics position peaked at $17.5K in Q4 2024.
265 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2025.

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