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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
Q2 		$317K Sell
10,792
-1,947
-15% -$62K 0.01% 857
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 Buy
12,413
+4,496
+57% +$173K 0.01% 656
2025
Q1 		$271K Buy
7,917
+1,045
+15% +$39.7K 0.01% 807
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Geneos Wealth Management reduced its Super Micro Computer (SMCI) stake by 15% in Q2 2026, selling an estimated $62K and leaving 10,792 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #857.

Geneos Wealth Management first reported a position in SMCI in Q1 2016 and has held it in 16 quarters since. The position peaked at $3.41M in Q2 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Geneos Wealth Management held 10,792 shares of Super Micro Computer worth $317K as of Q2 2026.
  • Geneos Wealth Management sold 1,947 Super Micro Computer shares in Q2 2026, an estimated $62K.
  • Super Micro Computer made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #857 holding.
  • Geneos Wealth Management first reported a position in Super Micro Computer in Q1 2016 and has held it in 16 quarters since.
  • Geneos Wealth Management's Super Micro Computer position peaked at $3.41M in Q2 2024.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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