Geneos Wealth Management’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Sell |
12,413
-3,761
| -23% | -$184K | 0.01% | 656 |
|
|
2025
Q1 | $554K | Buy |
16,174
+9,302
| +135% | +$319K | 0.01% | 855 |
|
|
2024
Q4 | $209K | Sell |
6,872
-24,358
| -78% | -$742K | 0.01% | 814 |
|
|
2024
Q3 | $1.3M | Sell |
31,230
-10,440
| -25% | -$435K | 0.05% | 352 |
|
|
2024
Q2 | $3.41M | Buy |
41,670
+11,310
| +37% | +$927K | 0.15% | 151 |
|
|
2024
Q1 | $3.07M | Sell |
30,360
-16,920
| -36% | -$1.71M | 0.14% | 182 |
|
|
2023
Q4 | $1.34M | Buy |
47,280
+28,700
| +154% | +$816K | 0.07% | 281 |
|
|
2023
Q3 | $510K | Buy |
+18,580
| New | +$510K | 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% | -$17.4K | ﹤0.01% | 1809 |
|
|
2016
Q2 | $24K | Hold |
10,000
| – | – | ﹤0.01% | 1060 |
|
|
2016
Q1 | $34K | Buy |
+10,000
| New | +$34K | 0.01% | 922 |
|