GWM
SMRI icon

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
Q1 		$2.23K Buy
+63
New +$2.27K ﹤0.01% 2297

Other funds holding SMRI

SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Geneos Wealth Management's SMRI Position: Q1 2026 in Review

Geneos Wealth Management opened a new position in Bushido Capital US Equity ETF (SMRI) in Q1 2026: 63 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #2297 among its holdings.

7 funds tracked by Wall St. Rank hold SMRI as of Q1 2026.

  • Geneos Wealth Management held 63 shares of Bushido Capital US Equity ETF worth $2.23K as of Q1 2026.
  • Bushido Capital US Equity ETF was a new Geneos Wealth Management position in Q1 2026.
  • Bushido Capital US Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2297 holding.
  • 7 funds tracked by Wall St. Rank held Bushido Capital US Equity ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.