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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Geneos Wealth Management increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 1.6% in Q2 2026, buying an estimated $34.5K and bringing the position to 32,956 shares worth $2.36M. The position accounts for 0.05% of the portfolio, ranked #349.

Geneos Wealth Management first reported a position in KOMP in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.02M in Q4 2020. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Geneos Wealth Management held 32,956 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $2.36M as of Q2 2026.
Geneos Wealth Management bought 508 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $34.5K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.05% of Geneos Wealth Management's portfolio in Q2 2026, its #349 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 30 quarters since.
Geneos Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $3.02M in Q4 2020.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

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