GWM
SFY icon

Geneos Wealth Management’s SoFi Select 500 ETF SFY Stock Holding History

Geneos Wealth Management’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.74K Hold
38
– – ﹤0.01% 2170
2025
Q4 		$5.02K Hold
38
– – ﹤0.01% 2140
2025
Q3 		$4.91K Buy
+38
New +$4.69K ﹤0.01% 2146
2022
Q3 		– Sell
-26
Closed -$1K – 2497
2022
Q2 		$1K Hold
26
– – ﹤0.01% 2534
2022
Q1 		$2K Sell
26
-22
-46% -$1.77K ﹤0.01% 2570
2021
Q4 		$4K Hold
48
– – ﹤0.01% 2480
2021
Q3 		$3K Hold
48
– – ﹤0.01% 2591
2021
Q2 		$3K Buy
48
+22
+85% +$1.68K ﹤0.01% 2596
2021
Q1 		$2K Hold
26
– – ﹤0.01% 2926
2020
Q4 		$1K Buy
+26
New +$1.71K ﹤0.01% 2828

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return