LWM
TAOX

Lodestone Wealth Management’s Tao Synergies Inc TAOX Stock Holding History

Lodestone Wealth Management’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
Q2 		$75 Hold
20
– – ﹤0.01% 773
2026
Q1 		$114 Hold
20
– – ﹤0.01% 768
2025
Q4 		$74 Buy
+20
New +$137 ﹤0.01% 790

Other funds holding TAOX

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Lodestone Wealth Management's TAOX Position: Q2 2026 in Review

Lodestone Wealth Management held its Tao Synergies Inc (TAOX) position steady in Q2 2026 at 20 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Lodestone Wealth Management first reported a position in TAOX in Q4 2025 and has held it in 3 quarters since. The position peaked at $114 in Q1 2026. 4 funds tracked by Wall St. Rank hold TAOX as of Q2 2026.

  • Lodestone Wealth Management held 20 shares of Tao Synergies Inc worth $75 as of Q2 2026.
  • Lodestone Wealth Management left its Tao Synergies Inc share count unchanged in Q2 2026.
  • Tao Synergies Inc made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #773 holding.
  • Lodestone Wealth Management first reported a position in Tao Synergies Inc in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Tao Synergies Inc position peaked at $114 in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.