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 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	Sell	18,630 -6,210	-25%	-$192K	0.02%	645
2025 Q1	$772K	Buy	24,840 +18,630	+300%	+$619K	0.01%	756
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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return