Geneos Wealth Management’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41K	Buy	591 +18	+3%	+$1.27K	﹤0.01%	1510
2025 Q4	$37.9K	Sell	573 -41	-7%	-$2.74K	﹤0.01%	1498
2025 Q3	$40.7K	Hold	614	–	–	﹤0.01%	1457
2025 Q2	$38.7K	Sell	614 -932	-60%	-$55.4K	﹤0.01%	1713
2025 Q1	$89.2K	Buy	1,546 +723	+88%	+$41.8K	﹤0.01%	1630
2024 Q4	$47K	Buy	823 +40	+5%	+$2.42K	﹤0.01%	1342
2024 Q3	$49.2K	Sell	783 -331	-30%	-$19.8K	﹤0.01%	1200
2024 Q2	$65.1K	Sell	1,114 -153	-12%	-$8.91K	﹤0.01%	987
2024 Q1	$73.2K	Hold	1,267	–	–	﹤0.01%	946
2023 Q4	$72.4K	Sell	1,267 -290	-19%	-$15.9K	﹤0.01%	945
2023 Q3	$84.1K	Buy	1,557 +18	+1%	+$999	﹤0.01%	919
2023 Q2	$85.3K	Buy	1,539 +20	+1%	+$1.11K	﹤0.01%	919
2023 Q1	$84.4K	Buy	1,519 +1,202	+379%	+$66.8K	0.01%	898
2022 Q4	$16.9K	Sell	317 -668	-68%	-$35.5K	﹤0.01%	1384
2022 Q3	$50K	Hold	985	–	–	﹤0.01%	1030
2022 Q2	$55K	Hold	985	–	–	﹤0.01%	1241
2022 Q1	$63K	Hold	985	–	–	﹤0.01%	1275
2021 Q4	$66K	Hold	985	–	–	﹤0.01%	1351
2021 Q3	$66K	Sell	985 -70	-7%	-$4.8K	﹤0.01%	1356
2021 Q2	$74K	Hold	1,055	–	–	﹤0.01%	1298
2021 Q1	$72K	Hold	1,055	–	–	﹤0.01%	1439
2020 Q4	$71K	Hold	1,055	–	–	﹤0.01%	1287
2020 Q3	$58K	Hold	1,055	–	–	﹤0.01%	1184
2020 Q2	$55K	Sell	1,055 -150	-12%	-$7.54K	﹤0.01%	1175
2020 Q1	$55K	Sell	1,205 -877	-42%	-$48.6K	﹤0.01%	1075
2019 Q4	$127K	Sell	2,082 -351	-14%	-$20.8K	0.01%	861
2019 Q3	$138K	Buy	2,433 +633	+35%	+$36.3K	0.01%	782
2019 Q2	$106K	Buy	1,800 +175	+11%	+$10.3K	0.01%	884
2019 Q1	$96K	Buy	1,625 +126	+8%	+$7.33K	0.01%	882
2018 Q4	$81K	Buy	1,499 +114	+8%	+$6.38K	0.01%	902
2018 Q3	$82K	Buy	+1,385	New	+$82.5K	0.01%	964

Other funds holding QEMM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $767M AUM 21.51% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Geneos Wealth Management's QEMM Position: Q1 2026 in Review

Geneos Wealth Management increased its State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) stake by 3.1% in Q1 2026, buying an estimated $1.27K and bringing the position to 591 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Geneos Wealth Management first reported a position in QEMM in Q3 2018 and has held it in 31 quarters since. The position peaked at $138K in Q3 2019. 32 funds tracked by Wall St. Rank hold QEMM as of Q1 2026.

Geneos Wealth Management held 591 shares of State Street SPDR MSCI Emerging Markets StrategicFactors ETF worth $41K as of Q1 2026.
Geneos Wealth Management bought 18 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q1 2026, an estimated $1.27K.
State Street SPDR MSCI Emerging Markets StrategicFactors ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1510 holding.
Geneos Wealth Management first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q3 2018 and has held it in 31 quarters since.
Geneos Wealth Management's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $138K in Q3 2019.
32 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.