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Geneos Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Geneos Wealth Management’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Sell
2,906
-460
-14% -$43.8K 0.01% 865
2025
Q4 		$317K Sell
3,366
-764
-18% -$64.5K 0.01% 791
2025
Q3 		$330K Sell
4,130
-268
-6% -$20.1K 0.01% 761
2025
Q2 		$323K Sell
4,398
-2,437
-36% -$159K 0.01% 840
2025
Q1 		$410K Buy
6,835
+4,363
+176% +$254K 0.01% 957
2024
Q4 		$132K Sell
2,472
-167
-6% -$9.37K ﹤0.01% 977
2024
Q3 		$167K Sell
2,639
-29
-1% -$1.71K 0.01% 816
2024
Q2 		$147K Sell
2,668
-97
-4% -$5.49K 0.01% 779
2024
Q1 		$167K Sell
2,765
-87
-3% -$5.25K 0.01% 737
2023
Q4 		$184K Hold
2,852
– – 0.01% 695
2023
Q3 		$172K Buy
2,852
+130
+5% +$8.11K 0.01% 720
2023
Q2 		$169K Sell
2,722
-162
-6% -$9.75K 0.01% 721
2023
Q1 		$173K Sell
2,884
-431
-13% -$27.8K 0.01% 686
2022
Q4 		$215K Hold
3,315
– – 0.01% 608
2022
Q3 		$203K Sell
3,315
-488
-13% -$31.6K 0.01% 594
2022
Q2 		$251K Sell
3,803
-1,284
-25% -$93.2K 0.01% 670
2022
Q1 		$403K Buy
5,087
+335
+7% +$27K 0.02% 595
2021
Q4 		$364K Hold
4,752
– – 0.01% 671
2021
Q3 		$321K Buy
4,752
+631
+15% +$42.1K 0.01% 686
2021
Q2 		$290K Sell
4,121
-76
-2% -$5.32K 0.01% 703
2021
Q1 		$288K Buy
4,197
+500
+14% +$30.5K 0.01% 825
2020
Q4 		$238K Sell
3,697
-422
-10% -$21.4K 0.01% 767
2020
Q3 		$188K Sell
4,119
-340
-8% -$15.8K 0.01% 710
2020
Q2 		$193K Buy
4,459
+202
+5% +$8.6K 0.01% 684
2020
Q1 		$172K Sell
4,257
-103
-2% -$5.28K 0.01% 657
2019
Q4 		$244K Hold
4,360
– – 0.01% 623
2019
Q3 		$252K Sell
4,360
-99
-2% -$5.63K 0.02% 578
2019
Q2 		$260K Buy
4,459
+217
+5% +$12.2K 0.02% 586
2019
Q1 		$230K Buy
4,242
+101
+2% +$5.58K 0.02% 602
2018
Q4 		$205K Sell
4,141
-406
-9% -$22.2K 0.02% 595
2018
Q3 		$276K Buy
4,547
+305
+7% +$18.2K 0.02% 539
2018
Q2 		$245K Sell
4,242
-245
-5% -$14K 0.02% 516
2018
Q1 		$255K Sell
4,487
-1,271
-22% -$74.4K 0.02% 462
2017
Q4 		$337K Sell
5,758
-919
-14% -$52.5K 0.03% 400
2017
Q3 		$375K Sell
6,677
-1,035
-13% -$54.3K 0.04% 362
2017
Q2 		$388K Buy
7,712
+73
+1% +$3.52K 0.04% 341
2017
Q1 		$382K Buy
7,639
+82
+1% +$4.19K 0.04% 332
2016
Q4 		$372K Buy
7,557
+1,168
+18% +$54.6K 0.05% 314
2016
Q3 		$283K Buy
6,389
+524
+9% +$23K 0.04% 372
2016
Q2 		$252K Buy
5,865
+440
+8% +$19.2K 0.04% 388
2016
Q1 		$233K Buy
+5,425
New +$209K 0.04% 401

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Geneos Wealth Management's TD Position: Q1 2026 in Review

Geneos Wealth Management reduced its Toronto Dominion Bank (TD) stake by 14% in Q1 2026, selling an estimated $43.8K and leaving 2,906 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #865.

Geneos Wealth Management first reported a position in TD in Q1 2016 and has held it in 41 quarters since. The position peaked at $410K in Q1 2025. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Geneos Wealth Management held 2,906 shares of Toronto Dominion Bank worth $271K as of Q1 2026.
  • Geneos Wealth Management sold 460 Toronto Dominion Bank shares in Q1 2026, an estimated $43.8K.
  • Toronto Dominion Bank made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #865 holding.
  • Geneos Wealth Management first reported a position in Toronto Dominion Bank in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Toronto Dominion Bank position peaked at $410K in Q1 2025.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.