Csenge Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.7M | Buy |
26,951
+943
| +4% | +$515K | 0.72% | 23 |
|
|
2026
Q1 | $9.97M | Sell |
26,008
-10,125
| -28% | -$4.02M | 0.46% | 40 |
|
|
2025
Q4 | $13M | Buy |
36,133
+2,987
| +9% | +$1.05M | 0.59% | 27 |
|
|
2025
Q3 | $10.8M | Sell |
33,146
-2,415
| -7% | -$715K | 0.52% | 35 |
|
|
2025
Q2 | $8.53M | Buy |
35,561
+661
| +2% | +$153K | 0.45% | 40 |
|
|
2025
Q1 | $6.72M | Buy |
34,900
+1,066
| +3% | +$256K | 0.38% | 48 |
|
|
2024
Q4 | $8.19M | Buy |
33,834
+3,984
| +13% | +$988K | 0.44% | 44 |
|
|
2024
Q3 | $7.66M | Buy |
29,850
+1,576
| +6% | +$383K | 0.4% | 46 |
|
|
2024
Q2 | $7.37M | Buy |
28,274
+3,670
| +15% | +$861K | 0.42% | 41 |
|
|
2024
Q1 | $5.54M | Buy |
24,604
+18,073
| +277% | +$3.63M | 0.31% | 62 |
|
|
2023
Q4 | $1.14M | Buy |
6,531
+2,355
| +56% | +$369K | 0.07% | 211 |
|
|
2023
Q3 | $605K | Sell |
4,176
-496
| -11% | -$75.1K | 0.04% | 324 |
|
|
2023
Q2 | $711K | Buy |
4,672
+394
| +9% | +$53.2K | 0.05% | 290 |
|
|
2023
Q1 | $563K | Sell |
4,278
-866
| -17% | -$104K | 0.04% | 312 |
|
|
2022
Q4 | $522K | Sell |
5,144
-4,164
| -45% | -$423K | 0.04% | 336 |
|
|
2022
Q3 | $862K | Sell |
9,308
-68
| -0.7% | -$7.41K | 0.07% | 225 |
|
|
2022
Q2 | $955K | Sell |
9,376
-348
| -4% | -$40.4K | 0.08% | 211 |
|
|
2022
Q1 | $1.31M | Buy |
9,724
+3,344
| +52% | +$458K | 0.1% | 170 |
|
|
2021
Q4 | $824K | Sell |
6,380
-854
| -12% | -$123K | 0.07% | 234 |
|
|
2021
Q3 | $928K | Buy |
7,234
+854
| +13% | +$112K | 0.08% | 232 |
|
|
2021
Q2 | $824K | Sell |
6,380
-40,290
| -86% | -$4.98M | 0.07% | 234 |
|
|
2021
Q1 | $5.98M | Buy |
46,670
+286
| +0.6% | +$33.9K | 0.61% | 36 |
|
|
2020
Q4 | $5.07M | Buy |
46,384
+6,148
| +15% | +$609K | 0.6% | 35 |
|
|
2020
Q3 | $3.57M | Buy |
40,236
+1,646
| +4% | +$138K | 0.49% | 44 |
|
|
2020
Q2 | $2.95M | Buy |
38,590
+560
| +1% | +$38.5K | 0.42% | 51 |
|
|
2020
Q1 | $2.23M | Sell |
38,030
-538
| -1% | -$36.3K | 0.59% | 38 |
|
|
2019
Q4 | $2.73M | Sell |
38,568
-756
| -2% | -$49.5K | 0.69% | 30 |
|
|
2019
Q3 | $2.34M | Sell |
39,324
-110
| -0.3% | -$6.36K | 0.64% | 29 |
|
|
2019
Q2 | $2.17M | Sell |
39,434
-1,030
| -3% | -$56K | 0.74% | 28 |
|
|
2019
Q1 | $2.15M | Sell |
40,464
-412
| -1% | -$20.4K | 0.74% | 23 |
|
|
2018
Q4 | $1.78M | Buy |
40,876
+3,740
| +10% | +$176K | 0.65% | 31 |
|
|
2018
Q3 | $1.73M | Buy |
37,136
+1,442
| +4% | +$76.6K | 0.67% | 29 |
|
|
2018
Q2 | $1.83M | Sell |
35,694
-308
| -0.9% | -$16.1K | 0.67% | 29 |
|
|
2018
Q1 | $1.88M | Sell |
36,002
-116
| -0.3% | -$6.11K | 0.65% | 31 |
|
|
2017
Q4 | $1.77M | Sell |
36,118
-2,962
| -8% | -$148K | 0.63% | 33 |
|
|
2017
Q3 | $1.82M | Buy |
+39,080
| New | +$1.71M | 0.72% | 25 |
|
Other funds holding SMH
JRP
Csenge Advisory Group's SMH Position: Q2 2026 in Review
Csenge Advisory Group increased its VanEck Semiconductor ETF (SMH) stake by 3.6% in Q2 2026, buying an estimated $515K and bringing the position to 26,951 shares worth $17.7M. The position accounts for 0.72% of the portfolio, ranked #23.
Csenge Advisory Group first reported a position in SMH in Q3 2017 and has held it in 36 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.
- Csenge Advisory Group held 26,951 shares of VanEck Semiconductor ETF worth $17.7M as of Q2 2026.
- Csenge Advisory Group bought 943 VanEck Semiconductor ETF shares in Q2 2026, an estimated $515K.
- VanEck Semiconductor ETF made up 0.72% of Csenge Advisory Group's portfolio in Q2 2026, its #23 holding.
- Csenge Advisory Group first reported a position in VanEck Semiconductor ETF in Q3 2017 and has held it in 36 quarters since.
- 1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.
Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.