Geneos Wealth Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Geneos Wealth Management’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13K	Buy	+48	New	+$1.07K	﹤0.01%	2406
2026 Q1	–	Sell	-241	Closed	-$4.66K	–	2553
2025 Q4	$4.66K	Buy	+241	New	+$4.18K	﹤0.01%	2159
2025 Q3	–	Sell	-3,326	Closed	-$50.3K	–	3079
2025 Q2	$50.3K	Buy	3,326 +163	+5%	+$2.34K	﹤0.01%	1567
2025 Q1	$48.9K	Buy	3,163 +930	+42%	+$14.1K	﹤0.01%	1490
2024 Q4	$32.4K	Buy	2,233 +57	+3%	+$783	﹤0.01%	1508
2024 Q3	$27.5K	Buy	+2,176	New	+$28.7K	﹤0.01%	1428
2020 Q2	–	Sell	-436	Closed	-$2K	–	2616
2020 Q1	$2K	Sell	436 -859	-66%	-$5.53K	﹤0.01%	2293
2019 Q4	$9K	Buy	1,295 +759	+142%	+$5.46K	﹤0.01%	2015
2019 Q3	$3K	Hold	536	–	–	﹤0.01%	2250
2019 Q2	$3K	Hold	536	–	–	﹤0.01%	2254
2019 Q1	$3K	Buy	+536	New	+$3.83K	﹤0.01%	2182
2018 Q3	–	Sell	-1,600	Closed	-$12K	–	2448
2018 Q2	$12K	Hold	1,600	–	–	﹤0.01%	1652
2018 Q1	$13K	Buy	+1,600	New	+$14.3K	﹤0.01%	1554

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2026: 48 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #2406 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in SMFG as recently as Q4 2025.

Geneos Wealth Management first reported a position in SMFG in Q1 2018 and has held it in 13 quarters since. The position peaked at $50.3K in Q2 2025. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Geneos Wealth Management held 48 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.13K as of Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) was a new Geneos Wealth Management position in Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2406 holding.
Geneos Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2018 and has held it in 13 quarters since.
Geneos Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $50.3K in Q2 2025.
462 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2026.

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