Geneos Wealth Management
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Geneos Wealth Management’s Teradyne TER Stock Holding History

Geneos Wealth Management’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$36.9K Buy
92
+86
+1,433% +$31.7K ﹤0.01% 1836
2026
Q2 		$2.9K Hold
6
– – ﹤0.01% 2277
2026
Q1 		$1.78K Hold
6
– – ﹤0.01% 2336
2025
Q4 		$1.16K Hold
6
– – ﹤0.01% 2394
2025
Q3 		$826 Sell
6
-259
-98% -$28.3K ﹤0.01% 2422
2025
Q2 		$23.8K Sell
265
-58
-18% -$4.63K ﹤0.01% 1949
2025
Q1 		$26.7K Buy
323
+103
+47% +$11.5K ﹤0.01% 1802
2024
Q4 		$27.7K Buy
220
+42
+24% +$4.97K ﹤0.01% 1582
2024
Q3 		$23.8K Buy
178
+172
+2,867% +$23.2K ﹤0.01% 1499
2024
Q2 		$890 Hold
6
– – ﹤0.01% 1996
2024
Q1 		$677 Hold
6
– – ﹤0.01% 2089
2023
Q4 		$651 Buy
+6
New +$569 ﹤0.01% 2065
2022
Q2 		– Sell
-30
Closed -$3K – 2788
2022
Q1 		$3K Hold
30
– – ﹤0.01% 2492
2021
Q4 		$4K Buy
+30
New +$4.22K ﹤0.01% 2487
2021
Q2 		– Sell
-1,583
Closed -$198K – 3104
2021
Q1 		$198K Buy
+1,583
New +$199K 0.01% 968
2020
Q3 		– Sell
-300
Closed -$24K – 2687
2020
Q2 		$24K Buy
+300
New +$20.1K ﹤0.01% 1547
2019
Q4 		– Sell
-225
Closed -$12K – 2584
2019
Q3 		$12K Sell
225
-1,000
-82% -$52.9K ﹤0.01% 1823
2019
Q2 		$58K Hold
1,225
– – ﹤0.01% 1118
2019
Q1 		$48K Sell
1,225
-100
-8% -$3.74K ﹤0.01% 1170
2018
Q4 		$41K Sell
1,325
-400
-23% -$13.6K ﹤0.01% 1198
2018
Q3 		$63K Buy
1,725
+1,500
+667% +$60.4K ﹤0.01% 1062
2018
Q2 		$8K Hold
225
– – ﹤0.01% 1801
2018
Q1 		$10K Sell
225
-1,162
-84% -$53.2K ﹤0.01% 1658
2017
Q4 		$58K Buy
1,387
+50
+4% +$2.06K 0.01% 940
2017
Q3 		$49K Hold
1,337
– – ﹤0.01% 955
2017
Q2 		$40K Buy
1,337
+301
+29% +$10.1K ﹤0.01% 1019
2017
Q1 		$32K Buy
+1,036
New +$29.6K ﹤0.01% 1065

Other funds holding TER

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geneos Wealth Management's TER Position: Q3 2026 in Review

Geneos Wealth Management increased its Teradyne (TER) stake by 1,433% in Q3 2026, buying an estimated $31.7K and bringing the position to 92 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Geneos Wealth Management first reported a position in TER in Q1 2017 and has held it in 27 quarters since. The position peaked at $198K in Q1 2021. 843 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • Geneos Wealth Management held 92 shares of Teradyne worth $36.9K as of Q3 2026.
  • Geneos Wealth Management bought 86 Teradyne shares in Q3 2026, an estimated $31.7K.
  • Teradyne made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1836 holding.
  • Geneos Wealth Management first reported a position in Teradyne in Q1 2017 and has held it in 27 quarters since.
  • Geneos Wealth Management's Teradyne position peaked at $198K in Q1 2021.
  • 843 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.