JFS Wealth Advisors’s IPG Photonics IPGP Stock Holding History

JFS Wealth Advisors’s Portfolio IPGP Stock Details IPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.22K	Hold	36	–	–	﹤0.01%	1341
2026 Q1	$4.13K	Buy	36 +3	+9%	+$326	﹤0.01%	1263
2025 Q4	$2.36K	Buy	33 +16	+94%	+$1.31K	﹤0.01%	1495
2025 Q3	$1.35K	Hold	17	–	–	﹤0.01%	1543
2025 Q2	$1.17K	Buy	17 +1	+6%	+$62	﹤0.01%	1531
2025 Q1	$1.01K	Buy	16 +13	+433%	+$874	﹤0.01%	1641
2024 Q4	$219	Hold	3	–	–	﹤0.01%	1844
2024 Q3	$223	Sell	3 -19	-86%	-$1.42K	﹤0.01%	1858
2024 Q2	$1.86K	Hold	22	–	–	﹤0.01%	1460
2024 Q1	$2K	Buy	22 +2	+10%	+$188	﹤0.01%	1438
2023 Q4	$2.17K	Sell	20 -4	-17%	-$387	﹤0.01%	1397
2023 Q3	$2.44K	Sell	24 -8	-25%	-$903	﹤0.01%	1284
2023 Q2	$4.35K	Sell	32 -3	-9%	-$353	﹤0.01%	1065
2023 Q1	$4.32K	Buy	35 +8	+30%	+$927	﹤0.01%	1056
2022 Q4	$2.56K	Sell	27 -6	-18%	-$538	﹤0.01%	1275
2022 Q3	$3K	Sell	33 -8	-20%	-$760	﹤0.01%	1188
2022 Q2	$4K	Buy	41 +32	+356%	+$3.16K	﹤0.01%	1082
2022 Q1	$1K	Sell	9 -1	-10%	-$137	﹤0.01%	1655
2021 Q4	$2K	Buy	+10	New	+$1.65K	﹤0.01%	1092

Other funds holding IPGP

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return