Geneos Wealth Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Geneos Wealth Management’s Portfolio EWX Stock Details EWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$364K	Sell	5,114 -462	-8%	-$33.1K	0.01%	882
2026 Q2	$414K	Sell	5,576 -5,993	-52%	-$437K	0.01%	795
2026 Q1	$765K	Buy	11,569 +1,994	+21%	+$135K	0.02%	573
2025 Q4	$629K	Buy	9,575 +1,540	+19%	+$102K	0.02%	603
2025 Q3	$541K	Buy	8,035 +1,203	+18%	+$78.3K	0.01%	628
2025 Q2	$424K	Hold	6,832	–	–	0.01%	762
2025 Q1	$387K	Buy	6,832 +6,768	+10,575%	+$392K	0.01%	708
2024 Q4	$3.75K	Buy	+64	New	+$3.91K	﹤0.01%	2431
2024 Q2	–	Sell	-1,214	Closed	-$67.7K	–	2099
2024 Q1	$67.7K	Buy	1,214 +192	+19%	+$10.6K	﹤0.01%	966
2023 Q4	$57.7K	Buy	+1,022	New	+$55.3K	﹤0.01%	1017
2021 Q4	–	Sell	-109	Closed	-$6K	–	2796
2021 Q3	$6K	Hold	109	–	–	﹤0.01%	2384
2021 Q2	$6K	Sell	109 -157,819	-100%	-$9.24M	﹤0.01%	2377
2021 Q1	$9.24M	Buy	157,928 +8,268	+6%	+$447K	0.26%	90
2020 Q4	$6K	Buy	149,660 +149,551	+137,203%	+$7.18M	﹤0.01%	2412
2020 Q3	$4K	Sell	109 -1,879	-95%	-$83.5K	﹤0.01%	2251
2020 Q2	$80K	Sell	1,988 -51	-3%	-$1.91K	﹤0.01%	1018
2020 Q1	$65K	Sell	2,039 -300	-13%	-$12.5K	﹤0.01%	1011
2019 Q4	$106K	Sell	2,339 -474	-17%	-$21.2K	0.01%	928
2019 Q3	$121K	Hold	2,813	–	–	0.01%	827
2019 Q2	$125K	Hold	2,813	–	–	0.01%	826
2019 Q1	$125K	Hold	2,813	–	–	0.01%	785
2018 Q4	$115K	Sell	2,813 -534	-16%	-$22.5K	0.01%	794
2018 Q3	$149K	Buy	3,347 +2,776	+486%	+$129K	0.01%	745
2018 Q2	$27K	Sell	571 -169	-23%	-$8.56K	﹤0.01%	1327
2018 Q1	$38K	Sell	740 -880	-54%	-$46.7K	﹤0.01%	1122
2017 Q4	$84K	Sell	1,620 -77	-5%	-$3.9K	0.01%	806
2017 Q3	$84K	Buy	1,697 +18	+1%	+$878	0.01%	754
2017 Q2	$78K	Buy	1,679 +592	+54%	+$27.3K	0.01%	764
2017 Q1	$49K	Sell	1,087 -327	-23%	-$14.2K	0.01%	894
2016 Q4	$56K	Buy	1,414 +1,003	+244%	+$41.7K	0.01%	800
2016 Q3	$17K	Buy	+411	New	+$17.2K	﹤0.01%	1183

Other funds holding EWX

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $178M AUM 17.62% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Geneos Wealth Management's EWX Position: Q3 2026 in Review

Geneos Wealth Management reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 8.3% in Q3 2026, selling an estimated $33.1K and leaving 5,114 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #882.

Geneos Wealth Management first reported a position in EWX in Q3 2016 and has held it in 31 quarters since. The position peaked at $9.24M in Q1 2021. 167 funds tracked by Wall St. Rank hold EWX as of Q3 2026.

Geneos Wealth Management held 5,114 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $364K as of Q3 2026.
Geneos Wealth Management sold 462 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2026, an estimated $33.1K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #882 holding.
Geneos Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2016 and has held it in 31 quarters since.
Geneos Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $9.24M in Q1 2021.
167 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.