GWM
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Geneos Wealth Management’s Taylor Morrison TMHC Stock Holding History

Geneos Wealth Management’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-22
Closed -$1.35K – 3133
2025
Q2 		$1.35K Sell
22
-118
-84% -$6.86K ﹤0.01% 2904
2025
Q1 		$8.41K Buy
+140
New +$8.71K ﹤0.01% 2620
2022
Q3 		– Sell
-2,500
Closed -$61K – 2544
2022
Q2 		$61K Hold
2,500
– – ﹤0.01% 1196
2022
Q1 		$68K Hold
2,500
– – ﹤0.01% 1236
2021
Q4 		$87K Hold
2,500
– – ﹤0.01% 1227
2021
Q3 		$65K Buy
+2,500
New +$66.2K ﹤0.01% 1365

Other funds holding TMHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return