Geneos Wealth Management
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Geneos Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Geneos Wealth Management’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-386
Closed -$6.66K – 3078
2025
Q2 		$6.66K Buy
386
+133
+53% +$2.27K ﹤0.01% 2480
2025
Q1 		$4.33K Buy
+253
New +$4.34K ﹤0.01% 2562
2022
Q1 		– Sell
-3,428
Closed -$61K – 2956
2021
Q4 		$61K Buy
3,428
+2
+0.1% +$36 ﹤0.01% 1387
2021
Q3 		$61K Buy
3,426
+3
+0.1% +$54 ﹤0.01% 1393
2021
Q2 		$61K Buy
3,423
+1
+0% +$18 ﹤0.01% 1387
2021
Q1 		$61K Buy
3,422
+1
+0% +$18 ﹤0.01% 1532
2020
Q4 		$61K Buy
3,421
+6
+0.2% +$108 ﹤0.01% 1359
2020
Q3 		$61K Buy
3,415
+3
+0.1% +$54 ﹤0.01% 1165
2020
Q2 		$61K Buy
3,412
+4
+0.1% +$71 ﹤0.01% 1136
2020
Q1 		$59K Buy
3,408
+3
+0.1% +$53 ﹤0.01% 1053
2019
Q4 		$60K Buy
3,405
+3
+0.1% +$53 ﹤0.01% 1167
2019
Q3 		$60K Sell
3,402
-2,251
-40% -$40K ﹤0.01% 1100
2019
Q2 		$100K Sell
5,653
-2,497
-31% -$43.9K 0.01% 913
2019
Q1 		$143K Hold
8,150
– – 0.01% 754
2018
Q4 		$141K Sell
8,150
-239,496
-97% -$4.11M 0.01% 720
2018
Q3 		$4.25M Buy
247,646
+927
+0.4% +$16K 0.28% 96
2018
Q2 		$4.26M Buy
246,719
+867
+0.4% +$14.9K 0.33% 83
2018
Q1 		$4.23M Buy
245,852
+775
+0.3% +$13.4K 0.37% 73
2017
Q4 		$4.22M Buy
245,077
+726
+0.3% +$12.7K 0.38% 77
2017
Q3 		$4.28M Buy
244,351
+714
+0.3% +$12.6K 0.43% 63
2017
Q2 		$4.26M Buy
243,637
+720
+0.3% +$12.6K 0.44% 62
2017
Q1 		$4.24M Buy
+242,917
New +$4.23M 0.44% 57

Other funds holding SMB

Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Geneos Wealth Management's SMB Position: Q3 2025 in Review

Geneos Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q3 2025, closing a stake of 386 shares — an estimated $6.66K sold.

Geneos Wealth Management first reported a position in SMB in Q1 2017 and held it in 22 quarters. The position peaked at $4.28M in Q3 2017. 92 funds tracked by Wall St. Rank hold SMB as of Q3 2025.

  • Geneos Wealth Management reported no remaining VanEck Short Muni ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 386 VanEck Short Muni ETF shares in Q3 2025, an estimated $6.66K.
  • Geneos Wealth Management first reported a position in VanEck Short Muni ETF in Q1 2017 and held it in 22 quarters.
  • Geneos Wealth Management's VanEck Short Muni ETF position peaked at $4.28M in Q3 2017.
  • 92 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.