LWM
TLS icon

LeConte Wealth Management’s Telos TLS Stock Holding History

LeConte Wealth Management’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$130K Buy
31,002
+4,357
+16% +$20.6K 0.08% 149
2025
Q4 		$136K Sell
26,645
-1,112
-4% -$6.94K 0.09% 135
2025
Q3 		$190K Buy
27,757
+10,697
+63% +$51.1K 0.13% 123
2025
Q2 		$54.1K Buy
+17,060
New +$44.3K 0.04% 103

Other funds holding TLS

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
WCM
Weber Capital Management San Francisco, California $100M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LeConte Wealth Management's TLS Position: Q1 2026 in Review

LeConte Wealth Management increased its Telos (TLS) stake by 16% in Q1 2026, buying an estimated $20.6K and bringing the position to 31,002 shares worth $130K. The position accounts for 0.08% of the portfolio, ranked #149.

LeConte Wealth Management first reported a position in TLS in Q2 2025 and has held it in 4 quarters since. The position peaked at $190K in Q3 2025. 160 funds tracked by Wall St. Rank hold TLS as of Q1 2026.

  • LeConte Wealth Management held 31,002 shares of Telos worth $130K as of Q1 2026.
  • LeConte Wealth Management bought 4,357 Telos shares in Q1 2026, an estimated $20.6K.
  • Telos made up 0.08% of LeConte Wealth Management's portfolio in Q1 2026, its #149 holding.
  • LeConte Wealth Management first reported a position in Telos in Q2 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's Telos position peaked at $190K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Telos as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.