Geneos Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $73.1K | Buy |
4,043
+223
| +6% | +$4.74K | ﹤0.01% | 1337 |
|
|
2026
Q1 | $86.7K | Sell |
3,820
-738
| -16% | -$21.3K | ﹤0.01% | 1216 |
|
|
2025
Q4 | $173K | Sell |
4,558
-1,018
| -18% | -$45.1K | ﹤0.01% | 966 |
|
|
2025
Q3 | $273K | Sell |
5,576
-56,056
| -91% | -$3.56M | 0.01% | 813 |
|
|
2025
Q2 | $4.44M | Buy |
61,632
+5,219
| +9% | +$333K | 0.11% | 234 |
|
|
2025
Q1 | $3.09M | Buy |
56,413
+21,199
| +60% | +$1.92M | 0.1% | 237 |
|
|
2024
Q4 | $4.14M | Buy |
35,214
+5,056
| +17% | +$626K | 0.15% | 165 |
|
|
2024
Q3 | $3.31M | Buy |
30,158
+2,836
| +10% | +$283K | 0.13% | 193 |
|
|
2024
Q2 | $2.67M | Buy |
27,322
+7,227
| +36% | +$652K | 0.12% | 199 |
|
|
2024
Q1 | $1.76M | Buy |
20,095
+6,086
| +43% | +$461K | 0.08% | 272 |
|
|
2023
Q4 | $1.01M | Buy |
14,009
+5,474
| +64% | +$402K | 0.05% | 321 |
|
|
2023
Q3 | $667K | Buy |
8,535
+3,473
| +69% | +$281K | 0.03% | 403 |
|
|
2023
Q2 | $391K | Buy |
5,062
+1,450
| +40% | +$98.1K | 0.02% | 510 |
|
|
2023
Q1 | $220K | Sell |
3,612
-834
| -19% | -$44.4K | 0.01% | 633 |
|
|
2022
Q4 | $199K | Sell |
4,446
-1,100
| -20% | -$55.8K | 0.01% | 624 |
|
|
2022
Q3 | $331K | Sell |
5,546
-4,435
| -44% | -$252K | 0.02% | 478 |
|
|
2022
Q2 | $415K | Sell |
9,981
-700
| -7% | -$38.3K | 0.02% | 544 |
|
|
2022
Q1 | $739K | Buy |
10,681
+401
| +4% | +$29K | 0.03% | 440 |
|
|
2021
Q4 | $942K | Buy |
10,280
+100
| +1% | +$8.76K | 0.04% | 415 |
|
|
2021
Q3 | $716K | Sell |
10,180
-160
| -2% | -$12.4K | 0.03% | 479 |
|
|
2021
Q2 | $792K | Buy |
10,340
+1,100
| +12% | +$70.3K | 0.03% | 436 |
|
|
2021
Q1 | $673K | Buy |
9,240
+300
| +3% | +$23.2K | 0.02% | 547 |
|
|
2020
Q4 | $599K | Sell |
8,940
-660
| -7% | -$49.8K | 0.02% | 487 |
|
|
2020
Q3 | $454K | Sell |
9,600
-750
| -7% | -$34.3K | 0.02% | 454 |
|
|
2020
Q2 | $421K | Sell |
10,350
-800
| -7% | -$24.1K | 0.02% | 447 |
|
|
2020
Q1 | $222K | Sell |
11,150
-1,200
| -10% | -$31.1K | 0.01% | 581 |
|
|
2019
Q4 | $336K | Buy |
12,350
+3,210
| +35% | +$72.2K | 0.02% | 534 |
|
|
2019
Q3 | $168K | Buy |
9,140
+2,450
| +37% | +$58.3K | 0.01% | 712 |
|
|
2019
Q2 | $152K | Sell |
6,690
-500
| -7% | -$10.7K | 0.01% | 762 |
|
|
2019
Q1 | $181K | Buy |
7,190
+2,490
| +53% | +$40.8K | 0.01% | 678 |
|
|
2018
Q4 | $53K | Buy |
4,700
+1,000
| +27% | +$12.5K | ﹤0.01% | 1070 |
|
|
2018
Q3 | $55K | Hold |
3,700
| – | – | ﹤0.01% | 1133 |
|
|
2018
Q2 | $34K | Sell |
3,700
-3,400
| -48% | -$24K | ﹤0.01% | 1229 |
|
|
2018
Q1 | $35K | Buy |
7,100
+2,500
| +54% | +$12.8K | ﹤0.01% | 1161 |
|
|
2017
Q4 | $21K | Buy |
+4,600
| New | +$25.4K | ﹤0.01% | 1363 |
|
|
2017
Q3 | – | Sell |
-7,190
| Closed | -$36K | – | 2150 |
|
|
2017
Q2 | $36K | Buy |
+7,190
| New | +$32.9K | ﹤0.01% | 1065 |
|
Other funds holding TTD
Geneos Wealth Management's TTD Position: Q2 2026 in Review
Geneos Wealth Management increased its Trade Desk (TTD) stake by 5.8% in Q2 2026, buying an estimated $4.74K and bringing the position to 4,043 shares worth $73.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.
Geneos Wealth Management first reported a position in TTD in Q2 2017 and has held it in 36 quarters since. The position peaked at $4.44M in Q2 2025. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.
- Geneos Wealth Management held 4,043 shares of Trade Desk worth $73.1K as of Q2 2026.
- Geneos Wealth Management bought 223 Trade Desk shares in Q2 2026, an estimated $4.74K.
- Trade Desk made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1337 holding.
- Geneos Wealth Management first reported a position in Trade Desk in Q2 2017 and has held it in 36 quarters since.
- Geneos Wealth Management's Trade Desk position peaked at $4.44M in Q2 2025.
- 686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.