Geneos Wealth Management
KOMP icon

Geneos Wealth Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Geneos Wealth Management’s Portfolio KOMP Stock Details KOMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.24M Buy
33,755
+799
+2% +$54.2K 0.04% 386
2026
Q2 		$2.36M Buy
32,956
+508
+2% +$34.5K 0.05% 349
2026
Q1 		$1.9M Buy
32,448
+2,192
+7% +$137K 0.04% 367
2025
Q4 		$1.81M Sell
30,256
-530
-2% -$32.9K 0.04% 373
2025
Q3 		$1.92M Sell
30,786
-3,602
-10% -$208K 0.05% 353
2025
Q2 		$1.87M Sell
34,388
-526
-2% -$25.7K 0.05% 380
2025
Q1 		$1.62M Sell
34,914
-1,019
-3% -$52.1K 0.05% 345
2024
Q4 		$1.83M Buy
35,933
+3,127
+10% +$161K 0.06% 303
2024
Q3 		$1.62M Sell
32,806
-448
-1% -$21.2K 0.06% 317
2024
Q2 		$1.53M Buy
33,254
+157
+0.5% +$7.27K 0.07% 287
2024
Q1 		$1.59M Sell
33,097
-545
-2% -$24.8K 0.07% 284
2023
Q4 		$1.57M Sell
33,642
-429
-1% -$17.6K 0.08% 262
2023
Q3 		$1.35M Buy
34,071
+167
+0.5% +$7.28K 0.07% 264
2023
Q2 		$1.51M Buy
33,904
+84
+0.2% +$3.53K 0.08% 250
2023
Q1 		$1.44M Buy
33,820
+2,629
+8% +$112K 0.09% 246
2022
Q4 		$1.23M Buy
31,191
+1,009
+3% +$40.9K 0.07% 241
2022
Q3 		$1.16M Sell
30,182
-24,095
-44% -$1.05M 0.08% 230
2022
Q2 		$2.22M Buy
54,277
+4,274
+9% +$192K 0.11% 199
2022
Q1 		$2.6M Buy
50,003
+3,352
+7% +$174K 0.11% 194
2021
Q4 		$2.75M Buy
46,651
+470
+1% +$29.4K 0.1% 203
2021
Q3 		$2.84M Buy
46,181
+490
+1% +$31.1K 0.11% 197
2021
Q2 		$3.01M Buy
45,691
+1,077
+2% +$71K 0.12% 190
2021
Q1 		$2.97M Sell
44,614
-551
-1% -$37.3K 0.08% 235
2020
Q4 		$3.02M Buy
45,165
+39,877
+754% +$2M 0.12% 182
2020
Q3 		$219K Buy
5,288
+1,250
+31% +$51.6K 0.01% 665
2020
Q2 		$144K Buy
4,038
+1,994
+98% +$66.6K 0.01% 768
2020
Q1 		$57K Buy
2,044
+462
+29% +$16K ﹤0.01% 1063
2019
Q4 		$57K Buy
1,582
+332
+27% +$11.4K ﹤0.01% 1186
2019
Q3 		$41K Buy
1,250
+738
+144% +$24.7K ﹤0.01% 1286
2019
Q2 		$17K Buy
512
+94
+22% +$3.02K ﹤0.01% 1708
2019
Q1 		$13K Buy
+418
New +$12.6K ﹤0.01% 1747

Other funds holding KOMP

Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Sava Pension Fund (Sava Penzisko Drushtvo)
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $382M AUM 18.67% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

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

Geneos Wealth Management increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 2.4% in Q3 2026, buying an estimated $54.2K and bringing the position to 33,755 shares worth $2.24M. The position accounts for 0.04% of the portfolio, ranked #386.

Geneos Wealth Management first reported a position in KOMP in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.02M in Q4 2020. 137 funds tracked by Wall St. Rank hold KOMP as of Q3 2026.

  • Geneos Wealth Management held 33,755 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $2.24M as of Q3 2026.
  • Geneos Wealth Management bought 799 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2026, an estimated $54.2K.
  • State Street SPDR S&P Kensho New Economies Composite ETF made up 0.04% of Geneos Wealth Management's portfolio in Q3 2026, its #386 holding.
  • Geneos Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2019 and has held it in 31 quarters since.
  • Geneos Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $3.02M in Q4 2020.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2026.

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