Gen-Wealth Partners
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Gen-Wealth Partners’s Teladoc Health TDOC Stock Holding History

Gen-Wealth Partners’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-34
Closed -$288 – 801
2026
Q2 		$288 Hold
34
– – ﹤0.01% 702
2026
Q1 		$185 Hold
34
– – ﹤0.01% 714
2025
Q4 		$238 Hold
34
– – ﹤0.01% 677
2025
Q3 		$263 Hold
34
– – ﹤0.01% 671
2025
Q2 		$296 Hold
34
– – ﹤0.01% 626
2025
Q1 		$271 Hold
34
– – ﹤0.01% 601
2024
Q4 		$309 Hold
34
– – ﹤0.01% 631
2024
Q3 		$301 Hold
34
– – ﹤0.01% 644
2024
Q2 		$333 Hold
34
– – ﹤0.01% 626
2024
Q1 		$513 Buy
+34
New +$617 ﹤0.01% 605

Other funds holding TDOC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Monaco Asset Management
Monaco Asset Management Monaco $818M AUM 32.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Gen-Wealth Partners's TDOC Position: Q3 2026 in Review

Gen-Wealth Partners sold out of Teladoc Health (TDOC) in Q3 2026, closing a stake of 34 shares — an estimated $288 sold.

Gen-Wealth Partners first reported a position in TDOC in Q1 2024 and held it in 10 quarters. The position peaked at $513 in Q1 2024. 175 funds tracked by Wall St. Rank hold TDOC as of Q3 2026.

  • Gen-Wealth Partners reported no remaining Teladoc Health position as of Q3 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 34 Teladoc Health shares in Q3 2026, an estimated $288.
  • Gen-Wealth Partners first reported a position in Teladoc Health in Q1 2024 and held it in 10 quarters.
  • Gen-Wealth Partners's Teladoc Health position peaked at $513 in Q1 2024.
  • 175 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.