GeoWealth Management’s Teleflex TFX Stock Holding History

GeoWealth Management’s Portfolio TFX Stock Details TFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-194	Closed	-$34.5K	–	1729
2024 Q4	$34.5K	Sell	194 -57	-23%	-$11.7K	﹤0.01%	1262
2024 Q3	$62.1K	Buy	+251	New	+$58.6K	﹤0.01%	1018

Other funds holding TFX

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GeoWealth Management's TFX Position: Q1 2025 in Review

GeoWealth Management sold out of Teleflex (TFX) in Q1 2025, closing a stake of 194 shares — an estimated $34.5K sold.

GeoWealth Management first reported a position in TFX in Q3 2024 and held it in 2 quarters. The position peaked at $62.1K in Q3 2024. 422 funds tracked by Wall St. Rank hold TFX as of Q1 2025.

GeoWealth Management reported no remaining Teleflex position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 194 Teleflex shares in Q1 2025, an estimated $34.5K.
GeoWealth Management first reported a position in Teleflex in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Teleflex position peaked at $62.1K in Q3 2024.
422 funds tracked by Wall St. Rank held Teleflex as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.