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 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 $367B AUM 31.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $6.06B AUM 46.29% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

GeoWealth Management's TTE Position: Q1 2026 in Review

GeoWealth Management increased its TotalEnergies (TTE) stake by 428% in Q1 2026, buying an estimated $901K and bringing the position to 14,554 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #225.

GeoWealth Management first reported a position in TTE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.58M in Q4 2023. 1,016 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

GeoWealth Management held 14,554 shares of TotalEnergies worth $1.32M as of Q1 2026.
GeoWealth Management bought 11,798 TotalEnergies shares in Q1 2026, an estimated $901K.
TotalEnergies made up 0.05% of GeoWealth Management's portfolio in Q1 2026, its #225 holding.
GeoWealth Management first reported a position in TotalEnergies in Q4 2023 and has held it in 10 quarters since.
GeoWealth Management's TotalEnergies position peaked at $1.58M in Q4 2023.
1,016 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.