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Geneos Wealth Management’s TechTarget TTGT Stock Holding History

Geneos Wealth Management’s Portfolio TTGT Stock Details TTGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-29
Closed -$467 – 3064
2024
Q4 		$575 Sell
29
-9
-24% -$237 ﹤0.01% 2864
2024
Q3 		$929 Buy
+38
New +$1.07K ﹤0.01% 2463
2020
Q3 		– Sell
-600
Closed -$17K – 2691
2020
Q2 		$17K Buy
+600
New +$15.1K ﹤0.01% 1701

Other funds holding TTGT

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneos Wealth Management's TTGT Position: Q1 2025 in Review

Geneos Wealth Management sold out of TechTarget (TTGT) in Q1 2025, closing a stake of 29 shares — an estimated $467 sold.

Geneos Wealth Management first reported a position in TTGT in Q2 2020 and held it in 3 quarters. The position peaked at $17K in Q2 2020. 127 funds tracked by Wall St. Rank hold TTGT as of Q1 2025.

  • Geneos Wealth Management reported no remaining TechTarget position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 29 TechTarget shares in Q1 2025, an estimated $467.
  • Geneos Wealth Management first reported a position in TechTarget in Q2 2020 and held it in 3 quarters.
  • Geneos Wealth Management's TechTarget position peaked at $17K in Q2 2020.
  • 127 funds tracked by Wall St. Rank held TechTarget as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.