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	-295	Closed	-$18.4K	–	3212
2025 Q1	$18.4K	Buy	295 +264	+852%	+$17.8K	﹤0.01%	1985
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 $19.9B AUM 22.19% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Geneos Wealth Management sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 295 shares — an estimated $18.4K sold.

Geneos Wealth Management first reported a position in SMMD in Q4 2020 and held it in 9 quarters. The position peaked at $21K in Q1 2021. 198 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

Geneos Wealth Management reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 295 iShares Russell 2500 ETF shares in Q2 2025, an estimated $18.4K.
Geneos Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2020 and held it in 9 quarters.
Geneos Wealth Management's iShares Russell 2500 ETF position peaked at $21K in Q1 2021.
198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

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