GAM
IEX icon

Guinness Asset Management’s IDEX IEX Stock Holding History

Guinness Asset 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
2026
Q2 		$584K Buy
2,572
+344
+15% +$72.8K 0.01% 91
2026
Q1 		$422K Hold
2,228
– – 0.01% 98
2025
Q4 		$401K Buy
2,228
+14
+0.6% +$2.39K 0.01% 98
2025
Q3 		$359K Sell
2,214
-32
-1% -$5.41K 0.01% 108
2025
Q2 		$394K Buy
2,246
+167
+8% +$29.6K 0.01% 96
2025
Q1 		$376K Sell
2,079
-329
-14% -$65.5K 0.01% 90
2024
Q4 		$504K Buy
2,408
+93
+4% +$20.4K 0.01% 96
2024
Q3 		$497K Buy
2,315
+145
+7% +$29.2K 0.01% 88
2024
Q2 		$436K Buy
2,170
+68
+3% +$14.9K 0.01% 92
2024
Q1 		$513K Hold
2,102
– – 0.01% 91
2023
Q4 		$456K Sell
2,102
-258
-11% -$52K 0.01% 94
2023
Q3 		$491K Buy
2,360
+65
+3% +$14.1K 0.01% 87
2023
Q2 		$494K Hold
2,295
– – 0.01% 92
2023
Q1 		$530K Sell
2,295
-81
-3% -$18.4K 0.01% 91
2022
Q4 		$543K Sell
2,376
-256
-10% -$57.2K 0.02% 82
2022
Q3 		$526K Hold
2,632
– – 0.02% 80
2022
Q2 		$478K Sell
2,632
-427
-14% -$80.5K 0.02% 84
2022
Q1 		$587K Hold
3,059
– – 0.02% 93
2021
Q4 		$723K Buy
3,059
+821
+37% +$186K 0.03% 88
2021
Q3 		$463K Buy
2,238
+383
+21% +$85K 0.02% 91
2021
Q2 		$408K Buy
1,855
+396
+27% +$87.5K 0.02% 81
2021
Q1 		$305K Buy
1,459
+1,371
+1,558% +$272K 0.02% 70
2020
Q4 		$18K Buy
+88
New +$16.7K ﹤0.01% 88

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Guinness Asset Management's IEX Position: Q2 2026 in Review

Guinness Asset Management increased its IDEX (IEX) stake by 15% in Q2 2026, buying an estimated $72.8K and bringing the position to 2,572 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #91.

Guinness Asset Management first reported a position in IEX in Q4 2020 and has held it in 23 quarters since. The position peaked at $723K in Q4 2021. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Guinness Asset Management held 2,572 shares of IDEX worth $584K as of Q2 2026.
  • Guinness Asset Management bought 344 IDEX shares in Q2 2026, an estimated $72.8K.
  • IDEX made up 0.01% of Guinness Asset Management's portfolio in Q2 2026, its #91 holding.
  • Guinness Asset Management first reported a position in IDEX in Q4 2020 and has held it in 23 quarters since.
  • Guinness Asset Management's IDEX position peaked at $723K in Q4 2021.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Guinness Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.