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Geneos Wealth Management’s Super Micro Computer SMCI Stock Holding History

Geneos Wealth Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$290K Buy
12,739
+175
+1% +$5.25K 0.01% 846
2025
Q4 		$368K Buy
12,564
+25
+0.2% +$1.03K 0.01% 753
2025
Q3 		$601K Buy
12,539
+126
+1% +$6.02K 0.02% 602
2025
Q2 		$608K Sell
12,413
-3,761
-23% -$145K 0.01% 656
2025
Q1 		$554K Buy
16,174
+9,302
+135% +$353K 0.01% 855
2024
Q4 		$209K Sell
6,872
-24,358
-78% -$885K 0.01% 814
2024
Q3 		$1.3M Sell
31,230
-10,440
-25% -$635K 0.05% 352
2024
Q2 		$3.41M Buy
41,670
+11,310
+37% +$967K 0.15% 151
2024
Q1 		$3.07M Sell
30,360
-16,920
-36% -$1.24M 0.14% 182
2023
Q4 		$1.34M Buy
47,280
+28,700
+154% +$796K 0.07% 281
2023
Q3 		$510K Buy
+18,580
New +$518K 0.03% 461
2017
Q1 		– Sell
-1,030
Closed -$2K – 2131
2016
Q4 		$2K Hold
1,030
– – ﹤0.01% 1892
2016
Q3 		$2K Sell
1,030
-8,970
-90% -$20K ﹤0.01% 1809
2016
Q2 		$24K Hold
10,000
– – ﹤0.01% 1060
2016
Q1 		$34K Buy
+10,000
New +$29.9K 0.01% 922

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Geneos Wealth Management's SMCI Position: Q1 2026 in Review

Geneos Wealth Management increased its Super Micro Computer (SMCI) stake by 1.4% in Q1 2026, buying an estimated $5.25K and bringing the position to 12,739 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #846.

Geneos Wealth Management first reported a position in SMCI in Q1 2016 and has held it in 15 quarters since. The position peaked at $3.41M in Q2 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Geneos Wealth Management held 12,739 shares of Super Micro Computer worth $290K as of Q1 2026.
  • Geneos Wealth Management bought 175 Super Micro Computer shares in Q1 2026, an estimated $5.25K.
  • Super Micro Computer made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #846 holding.
  • Geneos Wealth Management first reported a position in Super Micro Computer in Q1 2016 and has held it in 15 quarters since.
  • Geneos Wealth Management's Super Micro Computer position peaked at $3.41M in Q2 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.