Position in TDY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$271,428
+$193,557 QoQ
Shares Held
407
+167.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#598
of 882 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in TDY Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $1,347,169 across 3 Scientific & Technical Instruments names. TDY ranks #2 (20.1% of the industry book) .
All Filings in TDY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,428 | 407 | Shares | Other | 2026-07-30 | |
| 2025-06-30 | $77,871 | 152 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $18,101 | 39 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $17,506 | 40 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||