Geneos Wealth Management’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.61K	Hold	85	–	–	﹤0.01%	2059
2026 Q1	$6.75K	Hold	85	–	–	﹤0.01%	2092
2025 Q4	$6.93K	Hold	85	–	–	﹤0.01%	2063
2025 Q3	$7.11K	Hold	85	–	–	﹤0.01%	2062
2025 Q2	$6.6K	Hold	85	–	–	﹤0.01%	2483
2025 Q1	$5.95K	Buy	+85	New	+$6.32K	﹤0.01%	2461
2024 Q4	–	Sell	-85	Closed	-$6.17K	–	2929
2024 Q3	$6.17K	Hold	85	–	–	﹤0.01%	2003
2024 Q2	$5.65K	Sell	85 -38	-31%	-$2.55K	﹤0.01%	1689
2024 Q1	$8.6K	Hold	123	–	–	﹤0.01%	1580
2023 Q4	$8.09K	Hold	123	–	–	﹤0.01%	1600
2023 Q3	$7.19K	Hold	123	–	–	﹤0.01%	1649
2023 Q2	$7.65K	Hold	123	–	–	﹤0.01%	1643
2023 Q1	$6.91K	Hold	123	–	–	﹤0.01%	1648
2022 Q4	$6.41K	Hold	123	–	–	﹤0.01%	1651
2022 Q3	$6K	Hold	123	–	–	﹤0.01%	1650
2022 Q2	$6K	Hold	123	–	–	﹤0.01%	2131
2022 Q1	$7K	Hold	123	–	–	﹤0.01%	2227
2021 Q4	$8K	Hold	123	–	–	﹤0.01%	2266
2021 Q3	$8K	Hold	123	–	–	﹤0.01%	2302
2021 Q2	$8K	Hold	123	–	–	﹤0.01%	2284
2021 Q1	$8K	Hold	123	–	–	﹤0.01%	2480
2020 Q4	$8K	Hold	123	–	–	﹤0.01%	2306
2020 Q3	$6K	Hold	123	–	–	﹤0.01%	2123
2020 Q2	$5K	Sell	123 -11,155	-99%	-$475K	﹤0.01%	2148
2020 Q1	$395K	Buy	11,278 +53	+0.5%	+$2.37K	0.03%	421
2019 Q4	$540K	Sell	11,225 -302	-3%	-$13.8K	0.03%	420
2019 Q3	$497K	Buy	11,527 +351	+3%	+$15.6K	0.03%	408
2019 Q2	$505K	Buy	11,176 +140	+1%	+$6.16K	0.03%	400
2019 Q1	$470K	Sell	11,036 -2,146	-16%	-$89.6K	0.03%	414
2018 Q4	$482K	Sell	13,182 -2,060	-14%	-$83.6K	0.04%	382
2018 Q3	$702K	Buy	+15,242	New	+$687K	0.05%	319

Other funds holding JSMD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Geneos Wealth Management's JSMD Position: Q2 2026 in Review

Geneos Wealth Management held its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) position steady in Q2 2026 at 85 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Geneos Wealth Management first reported a position in JSMD in Q3 2018 and has held it in 31 quarters since. The position peaked at $702K in Q3 2018. 152 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

Geneos Wealth Management held 85 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $8.61K as of Q2 2026.
Geneos Wealth Management left its Janus Henderson Small/Mid Cap Growth Alpha ETF share count unchanged in Q2 2026.
Janus Henderson Small/Mid Cap Growth Alpha ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2059 holding.
Geneos Wealth Management first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q3 2018 and has held it in 31 quarters since.
Geneos Wealth Management's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $702K in Q3 2018.
152 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.