Golden State Equity Partners’s IDEX IEX Stock Holding History

Golden State Equity Partners’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 Q2	–	Sell	-21	Closed	-$3.98K	–	989
2026 Q1	$3.98K	Buy	+21	New	+$4.14K	﹤0.01%	1532

Other funds holding IEX

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Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Golden State Equity Partners's IEX Position: Q2 2026 in Review

Golden State Equity Partners sold out of IDEX (IEX) in Q2 2026, closing a stake of 21 shares — an estimated $3.98K sold.

Golden State Equity Partners first reported a position in IEX in Q1 2026 and held it in 1 quarter. The position peaked at $3.98K in Q1 2026. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Golden State Equity Partners reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 21 IDEX shares in Q2 2026, an estimated $3.98K.
Golden State Equity Partners first reported a position in IDEX in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's IDEX position peaked at $3.98K in Q1 2026.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.