Geneos Wealth Management Inc.

Holdings History for Ideal Power Inc. - Common Stock (IPWR)

Symbol: IPWR on Nasdaq
Investment type: Equity / Common Stock

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0%	0%	$649	210	0		$3.09	Q4 2025
30 Sep 2025	0%	0%	$1,054	210	0		$5.02	Q3 2025
30 Jun 2025	0%	0%	$951	210	0		$4.53	Q2 2025
31 Mar 2025	0%	0%	$1,092	210	0		$5.20	Q1 2025
31 Dec 2024	0%	0%	$1,586	210	0		$7.55	Q4 2024
30 Sep 2024	0%	0%	$1,722	210	0		$8.20	Q3 2024
30 Jun 2024	0%	0%	$1,483	210	0		$7.06	Q2 2024
31 Mar 2024	0%	0%	$1,869	210	0		$8.90	Q1 2024
31 Dec 2023	0%	0%	$1,632	210	0		$7.77	Q4 2023
30 Sep 2023	0%	0%	$2,037	210	0		$9.70	Q3 2023
30 Jun 2023	0%	0%	$2,478	210	0		$11.80	Q2 2023
31 Mar 2023	0%	0%	$2,195	210	0		$10.45	Q1 2023
31 Dec 2022	0%	0%	$2,247	210	0		$10.70	Q4 2022
30 Sep 2022	0%	+0%	$2,000	210	+210	NEW	$9.52	Q3 2022
31 Mar 2021		0%	$2,000	300	0		$6.67 ^*	Q1 2021
31 Dec 2020		0%	$6,000	500	0		$12.00 ^*	Q4 2020

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.