Position in IDXX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$183,201
+$23,909 QoQ
Shares Held
348
+17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,028
of 1,286 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 5%
Shared 11%
None 85%
Common Shares in IDXX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $7,278,335 across 7 Diagnostics & Research names. IDXX ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
7,251 | $3,635,361 | |
| 2 | IQV |
Iqvia Holdings Inc.
|
10,104 | $1,952,294 | |
| 3 | ILMN |
Illumina, Inc.
|
3,678 | $646,702 | |
| 4 | LH |
Labcorp Holdings Inc.
|
1,237 | $346,360 | |
| 5 | DHR |
Danaher Corp /De/
|
1,562 | $297,529 | |
| 6 | NTRA |
Natera, Inc.
|
799 | $216,888 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
This page
|
348 | $183,201 |
All Filings in IDXX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,201 | 348 | Shares | Other | 2026-07-30 | |
| 2025-06-30 | $159,292 | 297 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $105,827 | 252 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $152,559 | 369 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $244,021 | 483 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $238,728 | 490 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $208,412 | 386 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||