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

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	Sell	48 -48	-50%	-$1.68K	﹤0.01%	2854
2025 Q1	$3.72K	Buy	+96	New	+$3.46K	﹤0.01%	2833
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