Geneos Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	Sell	3,326 -5,106	-61%	-$73.4K	﹤0.01%	1567
2025 Q1	$130K	Buy	8,432 +6,199	+278%	+$94.3K	﹤0.01%	1423
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