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Geneos Wealth Management’s Sumitomo Mitsui Financial 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 (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. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Geneos Wealth Management held 48 shares of Sumitomo Mitsui Financial worth $1.13K as of Q2 2026.
  • Sumitomo Mitsui Financial was a new Geneos Wealth Management position in Q2 2026.
  • Sumitomo Mitsui Financial 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 in Q1 2018 and has held it in 13 quarters since.
  • Geneos Wealth Management's Sumitomo Mitsui Financial position peaked at $50.3K in Q2 2025.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

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