GEM Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

GEM Asset Management’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$579K	Buy	+883	New	+$482K	0.23%	60

Other funds holding SMH

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

GEM Asset Management's SMH Position: Q2 2026 in Review

GEM Asset Management opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 883 shares worth $579K. The stake represents 0.23% of the portfolio and ranks #60 among its holdings.

329 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

GEM Asset Management held 883 shares of VanEck Semiconductor ETF worth $579K as of Q2 2026.
VanEck Semiconductor ETF was a new GEM Asset Management position in Q2 2026.
VanEck Semiconductor ETF made up 0.23% of GEM Asset Management's portfolio in Q2 2026, its #60 holding.
329 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.