GeoWealth Management’s TotalEnergies TTE Stock Holding History

GeoWealth Management’s Portfolio TTE Stock Details TTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$855K	Sell	10,998 -3,556	-24%	-$315K	0.03%	360
2026 Q1	$1.32M	Buy	14,554 +11,798	+428%	+$901K	0.05%	225
2025 Q4	$180K	Sell	2,756 -2,788	-50%	-$176K	0.01%	686
2025 Q3	$331K	Buy	5,544 +280	+5%	+$17.3K	0.01%	559
2025 Q2	$323K	Sell	5,264 -826	-14%	-$49K	0.01%	526
2025 Q1	$394K	Sell	6,090 -948	-13%	-$57.2K	0.02%	479
2024 Q4	$384K	Sell	7,038 -366	-5%	-$22.3K	0.01%	545
2024 Q3	$478K	Sell	7,404 -421	-5%	-$28.6K	0.02%	476
2024 Q2	$522K	Buy	7,825 +1,004	+15%	+$71.4K	0.02%	421
2024 Q1	$469K	Sell	6,821 -16,650	-71%	-$1.09M	0.02%	451
2023 Q4	$1.58M	Buy	+23,471	New	+$1.56M	0.13%	154

Other funds holding TTE

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GeoWealth Management's TTE Position: Q2 2026 in Review

GeoWealth Management reduced its TotalEnergies (TTE) stake by 24% in Q2 2026, selling an estimated $315K and leaving 10,998 shares worth $855K. The position accounts for 0.03% of the portfolio, ranked #360.

GeoWealth Management first reported a position in TTE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q4 2023. 1,012 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

GeoWealth Management held 10,998 shares of TotalEnergies worth $855K as of Q2 2026.
GeoWealth Management sold 3,556 TotalEnergies shares in Q2 2026, an estimated $315K.
TotalEnergies made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #360 holding.
GeoWealth Management first reported a position in TotalEnergies in Q4 2023 and has held it in 11 quarters since.
GeoWealth Management's TotalEnergies position peaked at $1.58M in Q4 2023.
1,012 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.