GeoWealth Management’s Ingersoll Rand IR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$358K Buy
4,369
+1,236
+39% +$95.6K 0.01% 598
2026
Q1
$251K Buy
3,133
+364
+13% +$32.1K 0.01% 667
2025
Q4
$219K Sell
2,769
-207
-7% -$16.3K 0.01% 645
2025
Q3
$246K Buy
2,976
+72
+2% +$5.9K 0.01% 639
2025
Q2
$242K Buy
2,904
+2,240
+337% +$177K 0.01% 607
2025
Q1
$53.1K Sell
664
-1,062
-62% -$92.5K ﹤0.01% 883
2024
Q4
$156K Buy
1,726
+160
+10% +$15.9K 0.01% 845
2024
Q3
$154K Buy
+1,566
New +$146K 0.01% 786
2024
Q2
Sell
-2,726
Closed -$259K 905
2024
Q1
$259K Sell
2,726
-16,686
-86% -$1.43M 0.01% 609
2023
Q4
$1.5M Buy
+19,412
New +$1.33M 0.12% 159

Other funds holding IR

GeoWealth Management's IR Position: Q2 2026 in Review

GeoWealth Management increased its Ingersoll Rand (IR) stake by 39% in Q2 2026, buying an estimated $95.6K and bringing the position to 4,369 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #598.

GeoWealth Management first reported a position in IR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.5M in Q4 2023. 896 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • GeoWealth Management held 4,369 shares of Ingersoll Rand worth $358K as of Q2 2026.
  • GeoWealth Management bought 1,236 Ingersoll Rand shares in Q2 2026, an estimated $95.6K.
  • Ingersoll Rand made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #598 holding.
  • GeoWealth Management first reported a position in Ingersoll Rand in Q4 2023 and has held it in 10 quarters since.
  • GeoWealth Management's Ingersoll Rand position peaked at $1.5M in Q4 2023.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.