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Godsey & Gibb Inc’s IDEX IEX Stock Holding History

Godsey & Gibb Inc’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
2026
Q3 		$74.1K Hold
325
– – 0.01% 152
2026
Q2 		$73.8K Hold
325
– – 0.01% 153
2026
Q1 		$61.6K Hold
325
– – 0.01% 159
2025
Q4 		$57.8K Sell
325
-325
-50% -$55.5K 0.01% 168
2025
Q3 		$106K Hold
650
– – 0.01% 139
2025
Q2 		$114K Hold
650
– – 0.01% 125
2025
Q1 		$118K Hold
650
– – 0.01% 124
2024
Q4 		$136K Hold
650
– – 0.01% 121
2024
Q3 		$139K Hold
650
– – 0.01% 127
2024
Q2 		$131K Hold
650
– – 0.01% 135
2024
Q1 		$159K Hold
650
– – 0.02% 114
2023
Q4 		$141K Hold
650
– – 0.02% 118
2023
Q3 		$135K Hold
650
– – 0.02% 122
2023
Q2 		$140K Hold
650
– – 0.02% 125
2023
Q1 		$150K Buy
+650
New +$148K 0.02% 116

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Godsey & Gibb Inc's IEX Position: Q3 2026 in Review

Godsey & Gibb Inc held its IDEX (IEX) position steady in Q3 2026 at 325 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #152.

Godsey & Gibb Inc first reported a position in IEX in Q1 2023 and has held it in 15 quarters since. The position peaked at $159K in Q1 2024. 45 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Godsey & Gibb Inc held 325 shares of IDEX worth $74.1K as of Q3 2026.
  • Godsey & Gibb Inc left its IDEX share count unchanged in Q3 2026.
  • IDEX made up 0.01% of Godsey & Gibb Inc's portfolio in Q3 2026, its #152 holding.
  • Godsey & Gibb Inc first reported a position in IDEX in Q1 2023 and has held it in 15 quarters since.
  • Godsey & Gibb Inc's IDEX position peaked at $159K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Godsey & Gibb Inc's 13F filing for Q3 2026, filed 14 Oct 2026.