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Geneos Wealth Management’s Bushido Capital US Equity ETF SMRI Stock Holding History

Geneos Wealth Management’s Portfolio SMRI Stock Details SMRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-63
Closed -$2.23K – 2530
2026
Q1 		$2.23K Buy
+63
New +$2.27K ﹤0.01% 2297

Other funds holding SMRI

SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

Geneos Wealth Management sold out of Bushido Capital US Equity ETF (SMRI) in Q2 2026, closing a stake of 63 shares — an estimated $2.23K sold.

Geneos Wealth Management first reported a position in SMRI in Q1 2026 and held it in 1 quarter. The position peaked at $2.23K in Q1 2026. 8 funds tracked by Wall St. Rank hold SMRI as of Q2 2026.

  • Geneos Wealth Management reported no remaining Bushido Capital US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 63 Bushido Capital US Equity ETF shares in Q2 2026, an estimated $2.23K.
  • Geneos Wealth Management first reported a position in Bushido Capital US Equity ETF in Q1 2026 and held it in 1 quarter.
  • Geneos Wealth Management's Bushido Capital US Equity ETF position peaked at $2.23K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Bushido Capital US Equity ETF as of Q2 2026.

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