Geode Capital Management
TAOX icon

Geode Capital Management’s Tao Synergies Inc TAOX Stock Holding History

Geode Capital Management’s Portfolio TAOX Stock Details TAOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$349K Sell
77,009
-2,365
-3% -$8.96K ﹤0.01% 3694
2026
Q2 		$296K Sell
79,374
-9,270
-10% -$43.5K ﹤0.01% 3784
2026
Q1 		$505K Buy
88,644
+49,778
+128% +$237K ﹤0.01% 3584
2025
Q4 		$143K Buy
38,866
+12,756
+49% +$87.6K ﹤0.01% 4008
2025
Q3 		$171K Buy
26,110
+14,995
+135% +$108K ﹤0.01% 3973
2025
Q2 		$87.3K Hold
11,115
– – ﹤0.01% 4098
2025
Q1 		$26.9K Buy
11,115
+271
+2% +$823 ﹤0.01% 4300
2024
Q4 		$38.9K Buy
+10,844
New +$32K ﹤0.01% 4280
2024
Q2 		– Sell
-6,179
Closed -$29K – 4623
2024
Q1 		$29K Hold
6,179
– – ﹤0.01% 4424
2023
Q4 		$42K Buy
6,179
+3,754
+155% +$27.1K ﹤0.01% 4392
2023
Q3 		$26.7K Sell
2,425
-68
-3% -$1.03K ﹤0.01% 4567
2023
Q2 		$58.6K Hold
2,493
– – ﹤0.01% 4473
2023
Q1 		$49.8K Hold
2,493
– – ﹤0.01% 4521
2022
Q4 		$72K Sell
2,493
-6
-0.2% -$837 ﹤0.01% 4500
2022
Q3 		$418K Hold
2,499
– – ﹤0.01% 3817
2022
Q2 		$316K Hold
2,499
– – ﹤0.01% 4004
2022
Q1 		$483K Buy
2,499
+590
+31% +$112K ﹤0.01% 3950
2021
Q4 		$406K Buy
+1,909
New +$478K ﹤0.01% 4155

Other funds holding TAOX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $54.8B AUM 16.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Geode Capital Management's TAOX Position: Q3 2026 in Review

Geode Capital Management reduced its Tao Synergies Inc (TAOX) stake by 3% in Q3 2026, selling an estimated $8.96K and leaving 77,009 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #3694.

Geode Capital Management first reported a position in TAOX in Q4 2021 and has held it in 18 quarters since. The position peaked at $505K in Q1 2026. 16 funds tracked by Wall St. Rank hold TAOX as of Q3 2026.

  • Geode Capital Management held 77,009 shares of Tao Synergies Inc worth $349K as of Q3 2026.
  • Geode Capital Management sold 2,365 Tao Synergies Inc shares in Q3 2026, an estimated $8.96K.
  • Tao Synergies Inc made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #3694 holding.
  • Geode Capital Management first reported a position in Tao Synergies Inc in Q4 2021 and has held it in 18 quarters since.
  • Geode Capital Management's Tao Synergies Inc position peaked at $505K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.