GWM
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Geneos Wealth Management’s TSMC TSM Stock Holding History

Geneos Wealth Management’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.12M Sell
18,102
-2,722
-13% -$937K 0.14% 172
2025
Q4 		$6.33M Buy
20,824
+2,979
+17% +$874K 0.15% 160
2025
Q3 		$4.98M Sell
17,845
-4,220
-19% -$1.03M 0.13% 200
2025
Q2 		$5M Sell
22,065
-23,143
-51% -$4.29M 0.12% 212
2025
Q1 		$7.5M Buy
45,208
+31,349
+226% +$6.09M 0.11% 233
2024
Q4 		$2.74M Buy
13,859
+547
+4% +$106K 0.1% 233
2024
Q3 		$2.31M Sell
13,312
-5,348
-29% -$911K 0.09% 264
2024
Q2 		$3.24M Sell
18,660
-78
-0.4% -$11.8K 0.14% 168
2024
Q1 		$2.55M Buy
18,738
+1,526
+9% +$190K 0.12% 212
2023
Q4 		$1.79M Sell
17,212
-353
-2% -$33.7K 0.09% 248
2023
Q3 		$1.53M Buy
17,565
+2,167
+14% +$205K 0.08% 255
2023
Q2 		$1.55M Buy
15,398
+6,462
+72% +$601K 0.08% 245
2023
Q1 		$831K Sell
8,936
-1,076
-11% -$96.6K 0.05% 332
2022
Q4 		$746K Sell
10,012
-1,031
-9% -$74.6K 0.05% 339
2022
Q3 		$757K Sell
11,043
-3,638
-25% -$301K 0.05% 308
2022
Q2 		$1.13M Sell
14,681
-3,903
-21% -$361K 0.06% 295
2022
Q1 		$1.94M Buy
18,584
+904
+5% +$106K 0.08% 229
2021
Q4 		$2.13M Buy
17,680
+3,930
+29% +$460K 0.08% 246
2021
Q3 		$1.53M Buy
13,750
+1,876
+16% +$220K 0.06% 291
2021
Q2 		$1.41M Sell
11,874
-1,439
-11% -$169K 0.06% 291
2021
Q1 		$1.55M Sell
13,313
-715
-5% -$88.6K 0.04% 326
2020
Q4 		$1.55M Buy
14,028
+3,006
+27% +$285K 0.06% 267
2020
Q3 		$872K Buy
11,022
+8,785
+393% +$668K 0.05% 314
2020
Q2 		$126K Buy
2,237
+101
+5% +$5.32K 0.01% 816
2020
Q1 		$100K Buy
2,136
+749
+54% +$41K 0.01% 837
2019
Q4 		$81K Sell
1,387
-253
-15% -$13.4K ﹤0.01% 1034
2019
Q3 		$74K Buy
1,640
+23
+1% +$981 ﹤0.01% 1005
2019
Q2 		$63K Sell
1,617
-469
-22% -$19.3K ﹤0.01% 1087
2019
Q1 		$85K Hold
2,086
– – 0.01% 919
2018
Q4 		$77K Sell
2,086
-144
-6% -$5.48K 0.01% 923
2018
Q3 		$98K Buy
2,230
+56
+3% +$2.32K 0.01% 889
2018
Q2 		$79K Sell
2,174
-699
-24% -$27.6K 0.01% 866
2018
Q1 		$125K Buy
2,873
+350
+14% +$15.3K 0.01% 680
2017
Q4 		$100K Buy
2,523
+250
+11% +$10.1K 0.01% 743
2017
Q3 		$85K Buy
2,273
+400
+21% +$14.6K 0.01% 753
2017
Q2 		$65K Hold
1,873
– – 0.01% 835
2017
Q1 		$61K Buy
1,873
+213
+13% +$6.65K 0.01% 818
2016
Q4 		$47K Buy
1,660
+840
+102% +$25.3K 0.01% 866
2016
Q3 		$25K Buy
820
+170
+26% +$4.86K ﹤0.01% 1056
2016
Q2 		$17K Hold
650
– – ﹤0.01% 1173
2016
Q1 		$16K Buy
+650
New +$15.2K ﹤0.01% 1163

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geneos Wealth Management's TSM Position: Q1 2026 in Review

Geneos Wealth Management reduced its TSMC (TSM) stake by 13% in Q1 2026, selling an estimated $937K and leaving 18,102 shares worth $6.12M. The position accounts for 0.14% of the portfolio, ranked #172.

Geneos Wealth Management first reported a position in TSM in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.5M in Q1 2025. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Geneos Wealth Management held 18,102 shares of TSMC worth $6.12M as of Q1 2026.
  • Geneos Wealth Management sold 2,722 TSMC shares in Q1 2026, an estimated $937K.
  • TSMC made up 0.14% of Geneos Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Geneos Wealth Management first reported a position in TSMC in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's TSMC position peaked at $7.5M in Q1 2025.
  • 3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.