Geode Capital Management
TOYO

Geode Capital Management’s TOYO Co TOYO Stock Holding History

Geode Capital Management’s Portfolio TOYO Stock Details TOYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
147,814
+111,101
+303% +$1.36M ﹤0.01% 3352
2026
Q1 		$269K Sell
36,713
-6,602
-15% -$50.9K ﹤0.01% 3820
2025
Q4 		$254K Sell
43,315
-10,014
-19% -$67.4K ﹤0.01% 3832
2025
Q3 		$312K Hold
53,329
– – ﹤0.01% 3786
2025
Q2 		$197K Buy
53,329
+218
+0.4% +$699 ﹤0.01% 3878
2025
Q1 		$159K Sell
53,111
-6,861
-11% -$21.5K ﹤0.01% 3913
2024
Q4 		$203K Hold
59,972
– – ﹤0.01% 3903
2024
Q3 		$163K Buy
+59,972
New +$209K ﹤0.01% 3974

Other funds holding TOYO

HCM
Heights Capital Management San Francisco, California $433M AUM 8.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $111M AUM 74.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management's TOYO Position: Q2 2026 in Review

Geode Capital Management increased its TOYO Co (TOYO) stake by 303% in Q2 2026, buying an estimated $1.36M and bringing the position to 147,814 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3352.

Geode Capital Management first reported a position in TOYO in Q3 2024 and has held it in 8 quarters since. 46 funds tracked by Wall St. Rank hold TOYO as of Q2 2026.

  • Geode Capital Management held 147,814 shares of TOYO Co worth $1.03M as of Q2 2026.
  • Geode Capital Management bought 111,101 TOYO Co shares in Q2 2026, an estimated $1.36M.
  • TOYO Co made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3352 holding.
  • Geode Capital Management first reported a position in TOYO Co in Q3 2024 and has held it in 8 quarters since.
  • 46 funds tracked by Wall St. Rank held TOYO Co as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.