Geneos Wealth Management’s Strive US Semiconductor ETF SHOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.4K	Hold	200	–	–	﹤0.01%	2061
2026 Q2	$24.4K	Hold	200	–	–	﹤0.01%	1732
2026 Q1	$14.4K	Hold	200	–	–	﹤0.01%	1888
2025 Q4	$13.7K	Hold	200	–	–	﹤0.01%	1868
2025 Q3	$12.5K	Hold	200	–	–	﹤0.01%	1890
2025 Q2	$10.6K	Hold	200	–	–	﹤0.01%	2303
2025 Q1	$7.94K	Hold	200	–	–	﹤0.01%	2352
2024 Q4	$9.18K	Buy	+200	New	+$9.32K	﹤0.01%	2080

Other funds holding SHOC

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Birch Financial Group Keene, New Hampshire $214M AUM 13.15% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

Geneos Wealth Management held its Strive US Semiconductor ETF (SHOC) position steady in Q3 2026 at 200 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Geneos Wealth Management first reported a position in SHOC in Q4 2024 and has held it in 8 quarters since. The position peaked at $24.4K in Q2 2026. 34 funds tracked by Wall St. Rank hold SHOC as of Q3 2026.

Geneos Wealth Management held 200 shares of Strive US Semiconductor ETF worth $22.4K as of Q3 2026.
Geneos Wealth Management left its Strive US Semiconductor ETF share count unchanged in Q3 2026.
Strive US Semiconductor ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2061 holding.
Geneos Wealth Management first reported a position in Strive US Semiconductor ETF in Q4 2024 and has held it in 8 quarters since.
Geneos Wealth Management's Strive US Semiconductor ETF position peaked at $24.4K in Q2 2026.
34 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q3 2026.

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