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Geneos Wealth Management’s Tidewater TDW Stock Holding History

Geneos Wealth Management’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-160
Closed -$7.38K – 3119
2025
Q2 		$7.38K Sell
160
-318
-67% -$12.9K ﹤0.01% 2437
2025
Q1 		$20.2K Buy
478
+318
+199% +$15.8K ﹤0.01% 2309
2024
Q4 		$8.75K Hold
160
– – ﹤0.01% 2103
2024
Q3 		$11.5K Buy
+160
New +$13.9K ﹤0.01% 1783

Other funds holding TDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geneos Wealth Management sold out of Tidewater (TDW) in Q3 2025, closing a stake of 160 shares — an estimated $7.38K sold.

Geneos Wealth Management first reported a position in TDW in Q3 2024 and held it in 4 quarters. The position peaked at $20.2K in Q1 2025. 326 funds tracked by Wall St. Rank hold TDW as of Q3 2025.

  • Geneos Wealth Management reported no remaining Tidewater position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 160 Tidewater shares in Q3 2025, an estimated $7.38K.
  • Geneos Wealth Management first reported a position in Tidewater in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Tidewater position peaked at $20.2K in Q1 2025.
  • 326 funds tracked by Wall St. Rank held Tidewater as of Q3 2025.

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