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
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

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

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

Geneos Wealth Management increased its YieldMax SMCI Option Income Strategy ETF (SMCY) stake by 1.1% in Q1 2026, buying an estimated $144 and bringing the position to 1,724 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Geneos Wealth Management first reported a position in SMCY in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q3 2025. 19 funds tracked by Wall St. Rank hold SMCY as of Q1 2026.

  • Geneos Wealth Management held 1,724 shares of YieldMax SMCI Option Income Strategy ETF worth $9.45K as of Q1 2026.
  • Geneos Wealth Management bought 19 YieldMax SMCI Option Income Strategy ETF shares in Q1 2026, an estimated $144.
  • YieldMax SMCI Option Income Strategy ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2002 holding.
  • Geneos Wealth Management first reported a position in YieldMax SMCI Option Income Strategy ETF in Q2 2025 and has held it in 4 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 Q1 2026.

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