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Golden State Wealth Management’s IDEX IEX Stock Holding History

Golden State Wealth Management’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
2025
Q4 		– Sell
-40
Closed -$6.51K – 1721
2025
Q3 		$6.51K Hold
40
– – ﹤0.01% 1198
2025
Q2 		$7.02K Hold
40
– – ﹤0.01% 1158
2025
Q1 		$7.24K Hold
40
– – ﹤0.01% 1086
2024
Q4 		$8.37K Buy
+40
New +$8.75K ﹤0.01% 1003

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Golden State Wealth Management's IEX Position: Q4 2025 in Review

Golden State Wealth Management sold out of IDEX (IEX) in Q4 2025, closing a stake of 40 shares — an estimated $6.51K sold.

Golden State Wealth Management first reported a position in IEX in Q4 2024 and held it in 4 quarters. The position peaked at $8.37K in Q4 2024. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Golden State Wealth Management reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 40 IDEX shares in Q4 2025, an estimated $6.51K.
  • Golden State Wealth Management first reported a position in IDEX in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's IDEX position peaked at $8.37K in Q4 2024.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.