GWM
INVX

Gilpin Wealth Management’s Innovex International INVX Stock Holding History

Gilpin Wealth Management’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248 Hold
10
– – ﹤0.01% 869
2026
Q1 		$244 Buy
10
+4
+67% +$100 ﹤0.01% 811
2025
Q4 		$132 Buy
+6
New +$125 ﹤0.01% 766

Other funds holding INVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gilpin Wealth Management's INVX Position: Q2 2026 in Review

Gilpin Wealth Management held its Innovex International (INVX) position steady in Q2 2026 at 10 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Gilpin Wealth Management first reported a position in INVX in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Gilpin Wealth Management held 10 shares of Innovex International worth $248 as of Q2 2026.
  • Gilpin Wealth Management left its Innovex International share count unchanged in Q2 2026.
  • Innovex International made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #869 holding.
  • Gilpin Wealth Management first reported a position in Innovex International in Q4 2025 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.