Geneos Wealth Management Inc.

Position in IEX — Idex Corp /De/

CIK 1764754 ENGLEWOOD, CO

Position in IEX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,588

-$5,425 QoQ

Shares Held

-81.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#642

of 677 holders

Holding Since

Mar 2020

13 quarters on record

Industrials · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $30,277,203 across 22 Specialty Industrial Machinery names. IEX ranks #20 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOV	DOVER Corp	34,023	$7,630,678
2	EMR	Emerson Electric Co	46,386	$6,640,155
3	CMI	Cummins Inc	7,915	$5,645,057
4	GEV	GE Vernova Inc.	4,460	$5,239,875
5	ETN	Eaton Corp plc	4,981	$2,122,503
6	PH	Parker-Hannifin Corp	1,152	$1,126,794
7	ITW	Illinois Tool Works Inc	4,092	$1,106,763
8	SMR	NUSCALE POWER Corp	21,820	$218,854

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,588	7	-81.1%	Shares	Sole	2026-08-06
2026-03-31	$7,013	37	-17.8%	Shares	Sole	2026-05-05
2025-12-31	$8,007	45	-47.1%	Shares	Sole	2026-01-28
2025-09-30	$13,834	85	-6.6%	Shares	Sole	2025-10-22
2025-06-30	$15,976	91	+15.2%	Shares	Sole	2025-08-18
2025-03-31	$14,296	79	+507.7%	Shares	Sole	2025-05-08
2024-12-31	$2,720	13	0.0%	Shares	Sole	2025-01-21
2024-09-30	$2,788	13	-81.4%	Shares	Sole	2024-11-14
2022-12-31	$15,983	70	+84.2%	Shares	Sole	2023-01-31
2021-03-31	$7,954	38	+81.0%	Shares	Sole	2021-06-17
2020-09-30	$3,830	21	0.0%	Shares	Sole	2021-09-07
2020-06-30	$3,318	21	0.0%	Shares	Sole	2021-09-07
2020-03-31	$2,900	21	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.