GSEP
IESC icon

Golden State Equity Partners’s IES Holdings IESC Stock Holding History

Golden State Equity Partners’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$956K Buy
2,006
+981
+96% +$450K 0.07% 299
2025
Q4 		$399K Hold
1,025
– – 0.06% 333
2025
Q3 		$408K Hold
1,025
– – 0.07% 301
2025
Q2 		$304K Buy
+1,025
New +$242K 0.06% 336

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Golden State Equity Partners's IESC Position: Q1 2026 in Review

Golden State Equity Partners increased its IES Holdings (IESC) stake by 96% in Q1 2026, buying an estimated $450K and bringing the position to 2,006 shares worth $956K. The position accounts for 0.07% of the portfolio, ranked #299.

Golden State Equity Partners first reported a position in IESC in Q2 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Golden State Equity Partners held 2,006 shares of IES Holdings worth $956K as of Q1 2026.
  • Golden State Equity Partners bought 981 IES Holdings shares in Q1 2026, an estimated $450K.
  • IES Holdings made up 0.07% of Golden State Equity Partners's portfolio in Q1 2026, its #299 holding.
  • Golden State Equity Partners first reported a position in IES Holdings in Q2 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.