GWM
SMLR

Geneos Wealth Management’s Semler Scientific SMLR Stock Holding History

Geneos Wealth Management’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$7.24K – 3211
2025
Q1 		$7.24K Buy
200
+50
+33% +$2.34K ﹤0.01% 2394
2024
Q4 		$8.1K Buy
+150
New +$6.89K ﹤0.01% 2138

Other funds holding SMLR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Geneos Wealth Management's SMLR Position: Q2 2025 in Review

Geneos Wealth Management sold out of Semler Scientific (SMLR) in Q2 2025, closing a stake of 200 shares — an estimated $7.24K sold.

Geneos Wealth Management first reported a position in SMLR in Q4 2024 and held it in 2 quarters. The position peaked at $8.1K in Q4 2024. 126 funds tracked by Wall St. Rank hold SMLR as of Q2 2025.

  • Geneos Wealth Management reported no remaining Semler Scientific position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Semler Scientific shares in Q2 2025, an estimated $7.24K.
  • Geneos Wealth Management first reported a position in Semler Scientific in Q4 2024 and held it in 2 quarters.
  • Geneos Wealth Management's Semler Scientific position peaked at $8.1K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Semler Scientific as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.