Geneos Wealth Management’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-26	Closed	-$2.01K	–	3080
2025 Q2	$2.01K	Sell	26 -16	-38%	-$1.15K	﹤0.01%	2809
2025 Q1	$2.86K	Buy	+42	New	+$2.87K	﹤0.01%	2900
2024 Q4	–	Sell	-2,395	Closed	-$206K	–	2959
2024 Q3	$206K	Sell	2,395 -300	-11%	-$25K	0.01%	767
2024 Q2	$218K	Buy	2,695 +545	+25%	+$41.2K	0.01%	686
2024 Q1	$151K	Buy	+2,150	New	+$154K	0.01%	762
2021 Q2	–	Sell	-160	Closed	-$7K	–	3087
2021 Q1	$7K	Buy	+160	New	+$7.48K	﹤0.01%	2552
2018 Q1	–	Sell	-100	Closed	-$5K	–	2231
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	1830
2017 Q3	$4K	Buy	+100	New	+$4.59K	﹤0.01%	1838

Other funds holding SMIN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Geneos Wealth Management's SMIN Position: Q3 2025 in Review

Geneos Wealth Management sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q3 2025, closing a stake of 26 shares — an estimated $2.01K sold.

Geneos Wealth Management first reported a position in SMIN in Q3 2017 and held it in 8 quarters. The position peaked at $218K in Q2 2024. 124 funds tracked by Wall St. Rank hold SMIN as of Q3 2025.

Geneos Wealth Management reported no remaining iShares MSCI India Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 26 iShares MSCI India Small-Cap ETF shares in Q3 2025, an estimated $2.01K.
Geneos Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q3 2017 and held it in 8 quarters.
Geneos Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $218K in Q2 2024.
124 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.