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 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 $2.48B AUM 22.95% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

Geneos Wealth Management held its SoFi Select 500 ETF (SFY) position steady in Q2 2026 at 38 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Geneos Wealth Management first reported a position in SFY in Q4 2020 and has held it in 11 quarters since. 62 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Geneos Wealth Management held 38 shares of SoFi Select 500 ETF worth $5.66K as of Q2 2026.
Geneos Wealth Management left its SoFi Select 500 ETF share count unchanged in Q2 2026.
SoFi Select 500 ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2157 holding.
Geneos Wealth Management first reported a position in SoFi Select 500 ETF in Q4 2020 and has held it in 11 quarters since.
62 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

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