Geneos Wealth Management’s SmartFinancial SMBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$615K	Hold	13,098	–	–	0.01%	669
2026 Q1	$512K	Hold	13,098	–	–	0.01%	692
2025 Q4	$484K	Hold	13,098	–	–	0.01%	677
2025 Q3	$468K	Sell	13,098 -5,532	-30%	-$198K	0.01%	668
2025 Q2	$629K	Buy	18,630 +12,420	+200%	+$383K	0.02%	645
2025 Q1	$193K	Hold	6,210	–	–	0.01%	922
2024 Q4	$192K	Buy	+6,210	New	+$205K	0.01%	848
2022 Q1	–	Sell	-12,865	Closed	-$351K	–	2957
2021 Q4	$351K	Hold	12,865	–	–	0.01%	683
2021 Q3	$335K	Sell	12,865 -4,289	-25%	-$106K	0.01%	676
2021 Q2	$411K	Hold	17,154	–	–	0.02%	612
2021 Q1	$406K	Hold	17,154	–	–	0.01%	688
2020 Q4	$382K	Hold	17,154	–	–	0.02%	618
2020 Q3	$225K	Hold	17,154	–	–	0.01%	650
2020 Q2	$259K	Buy	+17,154	New	+$251K	0.01%	587

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Geneos Wealth Management held its SmartFinancial (SMBK) position steady in Q2 2026 at 13,098 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #669.

Geneos Wealth Management first reported a position in SMBK in Q2 2020 and has held it in 14 quarters since. The position peaked at $629K in Q2 2025. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Geneos Wealth Management held 13,098 shares of SmartFinancial worth $615K as of Q2 2026.
Geneos Wealth Management left its SmartFinancial share count unchanged in Q2 2026.
SmartFinancial made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #669 holding.
Geneos Wealth Management first reported a position in SmartFinancial in Q2 2020 and has held it in 14 quarters since.
Geneos Wealth Management's SmartFinancial position peaked at $629K in Q2 2025.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

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