LWM
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LeConte Wealth Management’s Ideal Power IPWR Stock Holding History

LeConte Wealth Management’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-27,515
Closed -$125K – 137
2025
Q2 		$125K Sell
27,515
-152,972
-85% -$740K 0.08% 101
2025
Q1 		$939K Buy
+180,487
New +$1.13M 0.6% 19

Other funds holding IPWR

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

LeConte Wealth Management's IPWR Position: Q3 2025 in Review

LeConte Wealth Management sold out of Ideal Power (IPWR) in Q3 2025, closing a stake of 27,515 shares — an estimated $125K sold.

LeConte Wealth Management first reported a position in IPWR in Q1 2025 and held it in 2 quarters. The position peaked at $939K in Q1 2025. 28 funds tracked by Wall St. Rank hold IPWR as of Q3 2025.

  • LeConte Wealth Management reported no remaining Ideal Power position as of Q3 2025 after selling out during the quarter.
  • LeConte Wealth Management sold 27,515 Ideal Power shares in Q3 2025, an estimated $125K.
  • LeConte Wealth Management first reported a position in Ideal Power in Q1 2025 and held it in 2 quarters.
  • LeConte Wealth Management's Ideal Power position peaked at $939K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Ideal Power as of Q3 2025.

Based on LeConte Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.