Greenline Wealth Management’s IperionX IPX Stock Holding History

Greenline Wealth Management’s Portfolio IPX Stock Details IPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-38	Closed	-$1.38K	–	298
2025 Q4	$1.38K	Buy	+38	New	+$1.55K	﹤0.01%	512

Other funds holding IPX

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenline Wealth Management's IPX Position: Q1 2026 in Review

Greenline Wealth Management sold out of IperionX (IPX) in Q1 2026, closing a stake of 38 shares — an estimated $1.38K sold.

Greenline Wealth Management first reported a position in IPX in Q4 2025 and held it in 1 quarter. The position peaked at $1.38K in Q4 2025. 45 funds tracked by Wall St. Rank hold IPX as of Q1 2026.

Greenline Wealth Management reported no remaining IperionX position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 38 IperionX shares in Q1 2026, an estimated $1.38K.
Greenline Wealth Management first reported a position in IperionX in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's IperionX position peaked at $1.38K in Q4 2025.
45 funds tracked by Wall St. Rank held IperionX as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.