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Geneos Wealth Management’s Teladoc Health TDOC Stock Holding History

Geneos Wealth Management’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
2025
Q3 		– Sell
-107
Closed -$932 – 3117
2025
Q2 		$932 Hold
107
– – ﹤0.01% 3004
2025
Q1 		$852 Buy
107
+2
+2% +$20 ﹤0.01% 2968
2024
Q4 		$954 Hold
105
– – ﹤0.01% 2777
2024
Q3 		$964 Hold
105
– – ﹤0.01% 2456
2024
Q2 		$1.03K Hold
105
– – ﹤0.01% 1974
2024
Q1 		$1.59K Sell
105
-1,270
-92% -$23K ﹤0.01% 1933
2023
Q4 		$29.6K Sell
1,375
-350
-20% -$6.46K ﹤0.01% 1234
2023
Q3 		$32.1K Hold
1,725
– – ﹤0.01% 1208
2023
Q2 		$43.7K Sell
1,725
-180
-9% -$4.53K ﹤0.01% 1113
2023
Q1 		$49.3K Sell
1,905
-70
-4% -$1.87K ﹤0.01% 1090
2022
Q4 		$46.7K Sell
1,975
-350
-15% -$9.44K ﹤0.01% 1082
2022
Q3 		$58K Sell
2,325
-660
-22% -$23.2K ﹤0.01% 984
2022
Q2 		$103K Buy
2,985
+1,824
+157% +$77.5K 0.01% 995
2022
Q1 		$83K Buy
1,161
+793
+215% +$57.1K ﹤0.01% 1159
2021
Q4 		$33K Sell
368
-34
-8% -$4.06K ﹤0.01% 1665
2021
Q3 		$50K Sell
402
-416
-51% -$60.6K ﹤0.01% 1498
2021
Q2 		$134K Sell
818
-1,869
-70% -$303K 0.01% 1038
2021
Q1 		$463K Sell
2,687
-102
-4% -$23.7K 0.01% 656
2020
Q4 		$156K Buy
2,789
+2,242
+410% +$456K 0.01% 931
2020
Q3 		$119K Buy
547
+352
+181% +$74.5K 0.01% 870
2020
Q2 		$37K Buy
195
+175
+875% +$30.7K ﹤0.01% 1359
2020
Q1 		$3K Sell
20
-560
-97% -$65.2K ﹤0.01% 2209
2019
Q4 		$48K Hold
580
– – ﹤0.01% 1284
2019
Q3 		$38K Buy
+580
New +$38.2K ﹤0.01% 1316
2018
Q4 		– Sell
-205
Closed -$17K – 2475
2018
Q3 		$17K Buy
+205
New +$14.6K ﹤0.01% 1659

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geneos Wealth Management's TDOC Position: Q3 2025 in Review

Geneos Wealth Management sold out of Teladoc Health (TDOC) in Q3 2025, closing a stake of 107 shares — an estimated $932 sold.

Geneos Wealth Management first reported a position in TDOC in Q3 2018 and held it in 25 quarters. The position peaked at $463K in Q1 2021. 356 funds tracked by Wall St. Rank hold TDOC as of Q3 2025.

  • Geneos Wealth Management reported no remaining Teladoc Health position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 107 Teladoc Health shares in Q3 2025, an estimated $932.
  • Geneos Wealth Management first reported a position in Teladoc Health in Q3 2018 and held it in 25 quarters.
  • Geneos Wealth Management's Teladoc Health position peaked at $463K in Q1 2021.
  • 356 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.