GeoWealth Management’s Transmedics TMDX Stock Holding History

GeoWealth Management’s Portfolio TMDX Stock Details TMDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4	Closed	-$536	–	1185
2025 Q2	$536	Buy	+4	New	+$439	﹤0.01%	1179

Other funds holding TMDX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GeoWealth Management's TMDX Position: Q3 2025 in Review

GeoWealth Management sold out of Transmedics (TMDX) in Q3 2025, closing a stake of 4 shares — an estimated $536 sold.

GeoWealth Management first reported a position in TMDX in Q2 2025 and held it in 1 quarter. The position peaked at $536 in Q2 2025. 388 funds tracked by Wall St. Rank hold TMDX as of Q3 2025.

GeoWealth Management reported no remaining Transmedics position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 4 Transmedics shares in Q3 2025, an estimated $536.
GeoWealth Management first reported a position in Transmedics in Q2 2025 and held it in 1 quarter.
GeoWealth Management's Transmedics position peaked at $536 in Q2 2025.
388 funds tracked by Wall St. Rank held Transmedics as of Q3 2025.

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