GM
TEF

GeoWealth Management’s Telefonica TEF Stock Holding History

GeoWealth Management’s Portfolio TEF Stock Details TEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,500
Closed -$35K – 1289
2025
Q1 		$35K Sell
7,500
-4,135
-36% -$17.7K ﹤0.01% 932
2024
Q4 		$46.8K Buy
11,635
+4,419
+61% +$19.9K ﹤0.01% 1186
2024
Q3 		$35.1K Buy
+7,216
New +$32.8K ﹤0.01% 1174

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

GeoWealth Management's TEF Position: Q2 2025 in Review

GeoWealth Management sold out of Telefonica (TEF) in Q2 2025, closing a stake of 7,500 shares — an estimated $35K sold.

GeoWealth Management first reported a position in TEF in Q3 2024 and held it in 3 quarters. The position peaked at $46.8K in Q4 2024. 249 funds tracked by Wall St. Rank hold TEF as of Q2 2025.

  • GeoWealth Management reported no remaining Telefonica position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 7,500 Telefonica shares in Q2 2025, an estimated $35K.
  • GeoWealth Management first reported a position in Telefonica in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Telefonica position peaked at $46.8K in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Telefonica as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.