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 Q3	$91	Hold	20	–	–	﹤0.01%	792
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

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Lodestone Wealth Management's TAOX Position: Q3 2026 in Review

Lodestone Wealth Management held its Tao Synergies Inc (TAOX) position steady in Q3 2026 at 20 shares worth $91. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Lodestone Wealth Management first reported a position in TAOX in Q4 2025 and has held it in 4 quarters since. The position peaked at $114 in Q1 2026. 5 funds tracked by Wall St. Rank hold TAOX as of Q3 2026.

Lodestone Wealth Management held 20 shares of Tao Synergies Inc worth $91 as of Q3 2026.
Lodestone Wealth Management left its Tao Synergies Inc share count unchanged in Q3 2026.
Tao Synergies Inc made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #792 holding.
Lodestone Wealth Management first reported a position in Tao Synergies Inc in Q4 2025 and has held it in 4 quarters since.
Lodestone Wealth Management's Tao Synergies Inc position peaked at $114 in Q1 2026.
5 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.