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
-600
Closed -$21.7K – 3219
2025
Q1 		$21.7K Buy
600
+450
+300% +$21.1K ﹤0.01% 2288
2024
Q4 		$8.1K Buy
+150
New +$6.89K ﹤0.01% 2138

Other funds holding SMLR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 600 shares — an estimated $21.7K sold.

Geneos Wealth Management first reported a position in SMLR in Q4 2024 and held it in 2 quarters. The position peaked at $21.7K in Q1 2025. 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 600 Semler Scientific shares in Q2 2025, an estimated $21.7K.
  • 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 $21.7K in Q1 2025.
  • 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.