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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
BFG
Birch Financial Group Keene, New Hampshire $195M AUM 21.04% 1-Year Est. Return

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

Geneos Wealth Management held its Strive US Semiconductor ETF (SHOC) position steady in Q2 2026 at 200 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Geneos Wealth Management first reported a position in SHOC in Q4 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold SHOC as of Q2 2026.

  • Geneos Wealth Management held 200 shares of Strive US Semiconductor ETF worth $24.4K as of Q2 2026.
  • Geneos Wealth Management left its Strive US Semiconductor ETF share count unchanged in Q2 2026.
  • Strive US Semiconductor ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1732 holding.
  • Geneos Wealth Management first reported a position in Strive US Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
  • 51 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2026.

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