GWM
SMMD icon

Geneos Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Geneos Wealth Management’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-590
Closed -$36.9K – 3220
2025
Q1 		$36.9K Buy
590
+559
+1,803% +$37.7K ﹤0.01% 2063
2024
Q4 		$2.11K Hold
31
– – ﹤0.01% 2585
2024
Q3 		$2.1K Buy
+31
New +$2.02K ﹤0.01% 2289
2024
Q1 		– Sell
-245
Closed -$15.1K – 2213
2023
Q4 		$15.1K Buy
245
+73
+42% +$4.04K ﹤0.01% 1443
2023
Q3 		$9.38K Buy
172
+45
+35% +$2.59K ﹤0.01% 1587
2023
Q2 		$7.3K Hold
127
– – ﹤0.01% 1652
2023
Q1 		$6.96K Buy
+127
New +$7.13K ﹤0.01% 1644
2021
Q2 		– Sell
-330
Closed -$21K – 3089
2021
Q1 		$21K Hold
330
– – ﹤0.01% 2065
2020
Q4 		$20K Buy
+330
New +$16.9K ﹤0.01% 1920

Other funds holding SMMD

GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return