HRT Financial’s Tao Synergies Inc TAOX Stock Holding History

HRT Financial’s Portfolio TAOX Stock Details TAOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-40,072	Closed	-$149K	–	5777
2026 Q2	$149K	Buy	+40,072	New	+$188K	﹤0.01%	3498
2026 Q1	–	Sell	-13,705	Closed	-$50K	–	4659
2025 Q4	$50K	Buy	+13,705	New	+$94.1K	﹤0.01%	2877
2023 Q4	–	Sell	-438	Closed	-$4K	–	3019
2023 Q3	$4K	Buy	+438	New	+$6.63K	﹤0.01%	2204
2023 Q2	–	Sell	-916	Closed	-$18K	–	3217
2023 Q1	$18K	Buy	+916	New	+$24.2K	﹤0.01%	2193

Other funds holding TAOX

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

PEAK6 Chicago, Illinois $54.8B AUM 16.89% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HRT Financial's TAOX Position: Q3 2026 in Review

HRT Financial sold out of Tao Synergies Inc (TAOX) in Q3 2026, closing a stake of 40,072 shares — an estimated $149K sold.

HRT Financial first reported a position in TAOX in Q1 2023 and held it in 4 quarters. The position peaked at $149K in Q2 2026. 16 funds tracked by Wall St. Rank hold TAOX as of Q3 2026.

HRT Financial reported no remaining Tao Synergies Inc position as of Q3 2026 after selling out during the quarter.
HRT Financial sold 40,072 Tao Synergies Inc shares in Q3 2026, an estimated $149K.
HRT Financial first reported a position in Tao Synergies Inc in Q1 2023 and held it in 4 quarters.
HRT Financial's Tao Synergies Inc position peaked at $149K in Q2 2026.
16 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q3 2026.

Based on HRT Financial's 13F filing for Q3 2026, filed 13 Nov 2026.