GWM
SMCY

Geneos Wealth Management’s YieldMax SMCI Option Income Strategy ETF SMCY Stock Holding History

Geneos Wealth Management’s Portfolio SMCY Stock Details SMCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.89K Buy
1,757
+33
+2% +$203 ﹤0.01% 2055
2026
Q1 		$9.45K Buy
1,724
+19
+1% +$144 ﹤0.01% 2002
2025
Q4 		$13.8K Buy
1,705
+730
+75% +$8.72K ﹤0.01% 1865
2025
Q3 		$15.1K Buy
975
+675
+225% +$12K ﹤0.01% 1830
2025
Q2 		$6.36K Buy
+300
New +$5.79K ﹤0.01% 2494

Other funds holding SMCY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
SSA
SSA Swiss Advisors Zurich $266M AUM 24.57% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

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

Geneos Wealth Management increased its YieldMax SMCI Option Income Strategy ETF (SMCY) stake by 1.9% in Q2 2026, buying an estimated $203 and bringing the position to 1,757 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Geneos Wealth Management first reported a position in SMCY in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.1K in Q3 2025. 19 funds tracked by Wall St. Rank hold SMCY as of Q2 2026.

  • Geneos Wealth Management held 1,757 shares of YieldMax SMCI Option Income Strategy ETF worth $8.89K as of Q2 2026.
  • Geneos Wealth Management bought 33 YieldMax SMCI Option Income Strategy ETF shares in Q2 2026, an estimated $203.
  • YieldMax SMCI Option Income Strategy ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2055 holding.
  • Geneos Wealth Management first reported a position in YieldMax SMCI Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's YieldMax SMCI Option Income Strategy ETF position peaked at $15.1K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q2 2026.

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