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GeoWealth Management’s Teladoc Health TDOC Stock Holding History

GeoWealth Management’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-886
Closed -$7.72K – 1179
2025
Q2 		$7.72K Buy
886
+592
+201% +$4.29K ﹤0.01% 1132
2025
Q1 		$2.34K Sell
294
-71
-19% -$718 ﹤0.01% 1026
2024
Q4 		$3.32K Buy
365
+32
+10% +$309 ﹤0.01% 1596
2024
Q3 		$3.06K Buy
+333
New +$2.76K ﹤0.01% 1512

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GeoWealth Management's TDOC Position: Q3 2025 in Review

GeoWealth Management sold out of Teladoc Health (TDOC) in Q3 2025, closing a stake of 886 shares — an estimated $7.72K sold.

GeoWealth Management first reported a position in TDOC in Q3 2024 and held it in 4 quarters. The position peaked at $7.72K in Q2 2025. 355 funds tracked by Wall St. Rank hold TDOC as of Q3 2025.

  • GeoWealth Management reported no remaining Teladoc Health position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 886 Teladoc Health shares in Q3 2025, an estimated $7.72K.
  • GeoWealth Management first reported a position in Teladoc Health in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Teladoc Health position peaked at $7.72K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.