Allworth Financial’s Tao Synergies Inc TAOX Stock Holding History

Allworth Financial’s Portfolio TAOX Stock Details TAOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112	Buy	30 +20	+200%	+$94	﹤0.01%	5018
2026 Q1	$57	Buy	+10	New	+$48	﹤0.01%	5058

Other funds holding TAOX

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Allworth Financial's TAOX Position: Q2 2026 in Review

Allworth Financial increased its Tao Synergies Inc (TAOX) stake by 200% in Q2 2026, buying an estimated $94 and bringing the position to 30 shares worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #5018.

Allworth Financial first reported a position in TAOX in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold TAOX as of Q2 2026.

Allworth Financial held 30 shares of Tao Synergies Inc worth $112 as of Q2 2026.
Allworth Financial bought 20 Tao Synergies Inc shares in Q2 2026, an estimated $94.
Tao Synergies Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5018 holding.
Allworth Financial first reported a position in Tao Synergies Inc in Q1 2026 and has held it in 2 quarters since.
29 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.