Blue Trust Inc
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Blue Trust Inc’s Tao Synergies Inc TAOX Stock Holding History

Blue Trust Inc’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
Q3 		$12.8K Hold
2,832
– – ﹤0.01% 1635
2026
Q2 		$10.6K Hold
2,832
– – ﹤0.01% 1854
2026
Q1 		$16.1K Hold
2,832
– – ﹤0.01% 1712
2025
Q4 		$10.4K Hold
2,832
– – ﹤0.01% 1842
2025
Q3 		$18.6K Buy
+2,832
New +$20.4K ﹤0.01% 1688

Other funds holding TAOX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Lodestone Wealth Management
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Blue Trust Inc's TAOX Position: Q3 2026 in Review

Blue Trust Inc held its Tao Synergies Inc (TAOX) position steady in Q3 2026 at 2,832 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Blue Trust Inc first reported a position in TAOX in Q3 2025 and has held it in 5 quarters since. The position peaked at $18.6K in Q3 2025. 9 funds tracked by Wall St. Rank hold TAOX as of Q3 2026.

  • Blue Trust Inc held 2,832 shares of Tao Synergies Inc worth $12.8K as of Q3 2026.
  • Blue Trust Inc left its Tao Synergies Inc share count unchanged in Q3 2026.
  • Tao Synergies Inc made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1635 holding.
  • Blue Trust Inc first reported a position in Tao Synergies Inc in Q3 2025 and has held it in 5 quarters since.
  • Blue Trust Inc's Tao Synergies Inc position peaked at $18.6K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.