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Geneos Wealth Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Geneos Wealth Management’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17.9K Buy
515
+55
+12% +$1.91K ﹤0.01% 2081
2025
Q1 		$15.1K Buy
460
+350
+318% +$11.5K ﹤0.01% 2442
2024
Q4 		$3.79K Buy
+110
New +$3.79K ﹤0.01% 2423