Geneos Wealth Management’s Teradata TDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-75
| Closed | -$1.67K | – | 3115 |
|
|
2025
Q2 | $1.67K | Buy |
75
+22
| +42% | +$479 | ﹤0.01% | 2857 |
|
|
2025
Q1 | $1.19K | Buy |
+53
| New | +$1.43K | ﹤0.01% | 2895 |
|
|
2024
Q4 | – | Sell |
-25
| Closed | -$759 | – | 2962 |
|
|
2024
Q3 | $759 | Sell |
25
-72
| -74% | -$2.15K | ﹤0.01% | 2492 |
|
|
2024
Q2 | $3.35K | Hold |
97
| – | – | ﹤0.01% | 1797 |
|
|
2024
Q1 | $3.75K | Buy |
97
+12
| +14% | +$506 | ﹤0.01% | 1772 |
|
|
2023
Q4 | $3.7K | Buy |
+85
| New | +$3.82K | ﹤0.01% | 1794 |
|
|
2022
Q3 | – | Sell |
-382
| Closed | -$14K | – | 2535 |
|
|
2022
Q2 | $14K | Sell |
382
-22
| -5% | -$878 | ﹤0.01% | 1843 |
|
|
2022
Q1 | $19K | Sell |
404
-395
| -49% | -$18.1K | ﹤0.01% | 1834 |
|
|
2021
Q4 | $33K | Buy |
799
+269
| +51% | +$13.3K | ﹤0.01% | 1664 |
|
|
2021
Q3 | $30K | Buy |
530
+108
| +26% | +$5.57K | ﹤0.01% | 1732 |
|
|
2021
Q2 | $20K | Sell |
422
-83
| -16% | -$3.78K | ﹤0.01% | 1924 |
|
|
2021
Q1 | $24K | Hold |
505
| – | – | ﹤0.01% | 1983 |
|
|
2020
Q4 | $20K | Buy |
505
+13
| +3% | +$279 | ﹤0.01% | 1921 |
|
|
2020
Q3 | $11K | Buy |
492
+63
| +15% | +$1.4K | ﹤0.01% | 1927 |
|
|
2020
Q2 | $8K | Sell |
429
-62
| -13% | -$1.35K | ﹤0.01% | 2008 |
|
|
2020
Q1 | $10K | Sell |
491
-29
| -6% | -$668 | ﹤0.01% | 1831 |
|
|
2019
Q4 | $13K | Hold |
520
| – | – | ﹤0.01% | 1880 |
|
|
2019
Q3 | $16K | Hold |
520
| – | – | ﹤0.01% | 1716 |
|
|
2019
Q2 | $18K | Sell |
520
-25
| -5% | -$975 | ﹤0.01% | 1691 |
|
|
2019
Q1 | $23K | Sell |
545
-62
| -10% | -$2.78K | ﹤0.01% | 1514 |
|
|
2018
Q4 | $22K | Buy |
607
+54
| +10% | +$1.98K | ﹤0.01% | 1465 |
|
|
2018
Q3 | $20K | Sell |
553
-164
| -23% | -$6.62K | ﹤0.01% | 1576 |
|
|
2018
Q2 | $28K | Hold |
717
| – | – | ﹤0.01% | 1318 |
|
|
2018
Q1 | $28K | Sell |
717
-49
| -6% | -$1.93K | ﹤0.01% | 1251 |
|
|
2017
Q4 | $29K | Buy |
766
+30
| +4% | +$1.07K | ﹤0.01% | 1252 |
|
|
2017
Q3 | $24K | Sell |
736
-100
| -12% | -$3.11K | ﹤0.01% | 1261 |
|
|
2017
Q2 | $24K | Buy |
836
+46
| +6% | +$1.35K | ﹤0.01% | 1211 |
|
|
2017
Q1 | $24K | Sell |
790
-189
| -19% | -$5.71K | ﹤0.01% | 1181 |
|
|
2016
Q4 | $26K | Hold |
979
| – | – | ﹤0.01% | 1085 |
|
|
2016
Q3 | $30K | Hold |
979
| – | – | ﹤0.01% | 990 |
|
|
2016
Q2 | $24K | Sell |
979
-12
| -1% | -$318 | ﹤0.01% | 1061 |
|
|
2016
Q1 | $25K | Buy |
+991
| New | +$24.5K | ﹤0.01% | 1022 |
|
Other funds holding TDC
LLL
Geneos Wealth Management's TDC Position: Q3 2025 in Review
Geneos Wealth Management sold out of Teradata (TDC) in Q3 2025, closing a stake of 75 shares — an estimated $1.67K sold.
Geneos Wealth Management first reported a position in TDC in Q1 2016 and held it in 32 quarters. The position peaked at $33K in Q4 2021. 365 funds tracked by Wall St. Rank hold TDC as of Q3 2025.
- Geneos Wealth Management reported no remaining Teradata position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 75 Teradata shares in Q3 2025, an estimated $1.67K.
- Geneos Wealth Management first reported a position in Teradata in Q1 2016 and held it in 32 quarters.
- Geneos Wealth Management's Teradata position peaked at $33K in Q4 2021.
- 365 funds tracked by Wall St. Rank held Teradata as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.