Geneos Wealth Management’s Telephone and Data Systems TDS Stock Holding History

Geneos Wealth Management’s Portfolio TDS Stock Details TDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-48	Closed	-$1.71K	–	3118
2025 Q2	$1.71K	Hold	48	–	–	﹤0.01%	2854
2025 Q1	$1.86K	Buy	+48	New	+$1.73K	﹤0.01%	2789
2018 Q4	–	Sell	-104	Closed	-$3K	–	2476
2018 Q3	$3K	Hold	104	–	–	﹤0.01%	2204
2018 Q2	$2K	Hold	104	–	–	﹤0.01%	2134
2018 Q1	$2K	Hold	104	–	–	﹤0.01%	2061
2017 Q4	$2K	Hold	104	–	–	﹤0.01%	2053
2017 Q3	$2K	Hold	104	–	–	﹤0.01%	1999
2017 Q2	$2K	Hold	104	–	–	﹤0.01%	1955
2017 Q1	$2K	Sell	104 -86	-45%	-$2.46K	﹤0.01%	1928
2016 Q4	$5K	Hold	190	–	–	﹤0.01%	1647
2016 Q3	$5K	Buy	190 +86	+83%	+$2.51K	﹤0.01%	1590
2016 Q2	$3K	Hold	104	–	–	﹤0.01%	1634
2016 Q1	$3K	Buy	+104	New	+$2.62K	﹤0.01%	1622

Other funds holding TDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

CCM

Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of Telephone and Data Systems (TDS) in Q3 2025, closing a stake of 48 shares — an estimated $1.71K sold.

Geneos Wealth Management first reported a position in TDS in Q1 2016 and held it in 13 quarters. The position peaked at $5K in Q4 2016. 321 funds tracked by Wall St. Rank hold TDS as of Q3 2025.

Geneos Wealth Management reported no remaining Telephone and Data Systems position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 48 Telephone and Data Systems shares in Q3 2025, an estimated $1.71K.
Geneos Wealth Management first reported a position in Telephone and Data Systems in Q1 2016 and held it in 13 quarters.
Geneos Wealth Management's Telephone and Data Systems position peaked at $5K in Q4 2016.
321 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2025.

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