Geneos Wealth Management’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.2K	Hold	600	–	–	﹤0.01%	1682
2026 Q1	$25.2K	Hold	600	–	–	﹤0.01%	1688
2025 Q4	$25.2K	Buy	+600	New	+$26.5K	﹤0.01%	1651
2024 Q2	–	Sell	-250	Closed	-$8.66K	–	2166
2024 Q1	$8.66K	Sell	250 -150	-38%	-$5K	﹤0.01%	1575
2023 Q4	$13.8K	Sell	400 -200	-33%	-$6.34K	﹤0.01%	1464
2023 Q3	$19.1K	Hold	600	–	–	﹤0.01%	1383
2023 Q2	$21.6K	Sell	600 -150	-20%	-$5.05K	﹤0.01%	1345
2023 Q1	$26K	Hold	750	–	–	﹤0.01%	1265
2022 Q4	$24.5K	Hold	750	–	–	﹤0.01%	1272
2022 Q3	$24K	Hold	750	–	–	﹤0.01%	1265
2022 Q2	$23K	Sell	750 -100	-12%	-$3.59K	﹤0.01%	1632
2022 Q1	$34K	Hold	850	–	–	﹤0.01%	1541
2021 Q4	$38K	Buy	+850	New	+$39.3K	﹤0.01%	1609

Other funds holding SIMS

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

Geneos Wealth Management held its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) position steady in Q2 2026 at 600 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Geneos Wealth Management first reported a position in SIMS in Q4 2021 and has held it in 13 quarters since. The position peaked at $38K in Q4 2021. 14 funds tracked by Wall St. Rank hold SIMS as of Q2 2026.

Geneos Wealth Management held 600 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $28.2K as of Q2 2026.
Geneos Wealth Management left its State Street SPDR S&P Kensho Intelligent Structures ETF share count unchanged in Q2 2026.
State Street SPDR S&P Kensho Intelligent Structures ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1682 holding.
Geneos Wealth Management first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2021 and has held it in 13 quarters since.
Geneos Wealth Management's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $38K in Q4 2021.
14 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2026.

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