GWM
SMOT icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.3K Hold
1,115
– – ﹤0.01% 1513
2026
Q1 		$39.2K Hold
1,115
– – ﹤0.01% 1522
2025
Q4 		$40.4K Hold
1,115
– – ﹤0.01% 1473
2025
Q3 		$40.2K Buy
1,115
+600
+117% +$21.6K ﹤0.01% 1460
2025
Q2 		$17.9K Buy
515
+285
+124% +$9.29K ﹤0.01% 2081
2025
Q1 		$7.54K Buy
230
+120
+109% +$4.19K ﹤0.01% 2375
2024
Q4 		$3.79K Buy
+110
New +$3.93K ﹤0.01% 2423

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

Geneos Wealth Management's SMOT Position: Q2 2026 in Review

Geneos Wealth Management held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q2 2026 at 1,115 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Geneos Wealth Management first reported a position in SMOT in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Geneos Wealth Management held 1,115 shares of VanEck Morningstar SMID Moat ETF worth $43.3K as of Q2 2026.
  • Geneos Wealth Management left its VanEck Morningstar SMID Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1513 holding.
  • Geneos Wealth Management first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2024 and has held it in 7 quarters since.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.