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 Q3	$5.84K	Hold	38	–	–	﹤0.01%	2584
2026 Q2	$5.66K	Hold	38	–	–	﹤0.01%	2157
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

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

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

Geneos Wealth Management held its SoFi Select 500 ETF (SFY) position steady in Q3 2026 at 38 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

Geneos Wealth Management first reported a position in SFY in Q4 2020 and has held it in 12 quarters since. 38 funds tracked by Wall St. Rank hold SFY as of Q3 2026.

Geneos Wealth Management held 38 shares of SoFi Select 500 ETF worth $5.84K as of Q3 2026.
Geneos Wealth Management left its SoFi Select 500 ETF share count unchanged in Q3 2026.
SoFi Select 500 ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2584 holding.
Geneos Wealth Management first reported a position in SoFi Select 500 ETF in Q4 2020 and has held it in 12 quarters since.
38 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2026.

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