Spire Wealth Management

Position in IEX — Idex Corp /De/

CIK 1858740 MCLEAN, VA

Position in IEX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$35,404

+$5,835 QoQ

Shares Held

156

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#552

of 677 holders

Holding Since

Mar 2021

14 quarters on record

Industrials · as of Jun 30, 2026

Spire Wealth Management holds $16,398,265 across 32 Specialty Industrial Machinery names. IEX ranks #16 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	7,508	$8,820,848
2	ETN	Eaton Corp plc	7,322	$3,120,050
3	SYM	Symbotic Inc.	28,730	$1,291,413
4	PH	Parker-Hannifin Corp	660	$645,558
5	CMI	Cummins Inc	880	$627,624
6	EMR	Emerson Electric Co	4,170	$596,935
7	DOV	DOVER Corp	1,240	$278,107
8	GHM	Graham Corp	1,501	$185,808

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,404	156	0.0%	Shares	Sole	2026-07-15
2026-03-31	$29,569	156	+51.5%	Shares	Sole	2026-04-22
2025-12-31	$18,327	103	-30.4%	Shares	Sole	2026-01-14
2025-09-30	$24,088	148	+179.2%	Shares	Sole	2025-10-23
2025-06-30	$9,305	53	-68.8%	Shares	Sole	2025-08-04
2025-03-31	$30,764	170	-52.9%	Shares	Sole	2025-04-23
2024-12-31	$75,553	361	-95.0%	Shares	Sole	2025-01-24
2024-09-30	$1,559,200	7,269	-67.4%	Shares	Sole	2024-10-15
2024-06-30	$4,490,985	22,321	-12.2%	Shares	Sole	2024-07-31
2024-03-31	$6,206,404	25,434	-0.0%	Shares	Sole	2024-04-24
2023-12-31	$5,522,409	25,436	+43.7%	Shares	Sole	2024-02-06
2023-09-30	$3,681,329	17,697	+55203.1%	Shares	Sole	2023-11-08
2021-12-31	$7,562	32	0.0%	Shares	Sole	2022-01-14
2021-03-31	$6,698	32	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.